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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
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 | $35,169 | $52,961-33.6% | $172,752-79.6% | $65,185-46.0% |
| Participation rate | 97.2% | 66.2%+31.0pp | 82.6%+14.5pp | 70.2%+27.0pp |
| Annual return | 26.19% | 30.12%-3.9pp | 802.97%-776.8pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,572 | $2,190-28.2% | $5,144-69.4% | $2,177-27.8% |
| Participant deferral / active EE | $3,361 | $2,471+36.0% | $5,198-35.3% | $3,514-4.4% |
| Admin fee / account holder | $5 | $472-99.0% | $13,955-100.0% | $847-99.5% |