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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,026 | $36,916-37.6% | $156,551-85.3% | $57,658-60.1% |
| Participation rate | 63.7% | 63.4%+0.3pp | 84.0%-20.3pp | 70.2%-6.5pp |
| Annual return | 12.36% | 12.38%0pp | 32.23%-19.9pp | 5.13%+7.2pp |
| Employer contribution / active EE | $609 | $1,571-61.2% | $5,501-88.9% | $1,974-69.2% |
| Participant deferral / active EE | $2,115 | $1,926+9.8% | $4,871-56.6% | $3,061-30.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |