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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $27,641 | $46,173-40.1% | $170,435-83.8% | $69,631-60.3% |
| Participation rate | 73.2% | 63.9%+9.3pp | 83.6%-10.4pp | 70.7%+2.5pp |
| Annual return | 18.73% | 21.62%-2.9pp | 205.94%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,166 | $1,610-27.6% | $5,432-78.5% | $2,032-42.6% |
| Participant deferral / active EE | $2,423 | $2,080+16.5% | $4,939-50.9% | $3,224-24.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |