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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,179 | $37,196-21.6% | $154,107-81.1% | $55,725-47.6% |
| Participation rate | 68.8% | 64.1%+4.7pp | 83.0%-14.2pp | 70.9%-2.0pp |
| Annual return | -6.55% | 1319.68%-1326.2pp | 735.12%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,435 | $1,614-11.1% | $5,298-72.9% | $2,078-31.0% |
| Participant deferral / active EE | $2,522 | $2,068+21.9% | $5,081-50.4% | $3,356-24.8% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |