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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 15 · EIN 04-1590850 | Recordkeeping | $770 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $144,369 | $60,795+137.5% | $69,461+107.8% | $65,185+121.5% |
| Participation rate | 93.9% | 74.9%+19.1pp | 74.6%+19.3pp | 70.2%+23.7pp |
| Annual return | 17.07% | 17.46%-0.4pp | 28.97%-11.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $44 | $2,452-98.2% | $2,779-98.4% | $2,177-98.0% |
| Participant deferral / active EE | $4,580 | $3,162+44.9% | $3,536+29.5% | $3,514+30.3% |
| Admin fee / account holder | $4 | $314-98.9% | $3,840-99.9% | $847-99.6% |