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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $795 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $43,058 | $55,453-22.4% | $170,442-74.7% | $62,292-30.9% |
| Participation rate | 18.8% | 66.4%-47.6pp | 83.6%-64.8pp | 69.5%-50.8pp |
| Annual return | 14.56% | 21.38%-6.8pp | 205.93%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $322 | $2,303-86.0% | $4,939-93.5% | $3,169-89.8% |
| Admin fee / account holder | $27 | $455-94.2% | $13,880-99.8% | $479-94.5% |