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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $763 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $396 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $31 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,190 | $52,467+190.1% | $57,196+166.1% | $55,167+175.9% |
| Participation rate | 96.7% | 75.8%+20.8pp | 75.3%+21.4pp | 69.0%+27.7pp |
| Annual return | 10.11% | 7.72%+2.4pp | 14.59%-4.5pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,361 | $2,477-45.1% | $2,683-49.3% | $1,963-30.6% |
| Participant deferral / active EE | $3,421 | $2,830+20.9% | $3,096+10.5% | $3,054+12.0% |
| Admin fee / account holder | $3 | $269-98.7% | $3,141-99.9% | $504-99.3% |