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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $80 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,186 | $46,360-50.0% | $147,617-84.3% | $52,331-55.7% |
| Participation rate | 96.1% | 64.9%+31.1pp | 84.6%+11.4pp | 68.1%+28.0pp |
| Annual return | -1.20% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $777 | $2,126-63.4% | $5,564-86.0% | $1,882-58.7% |
| Participant deferral / active EE | $3,172 | $2,258+40.5% | $4,895-35.2% | $3,022+5.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |