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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,889 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $131 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,129 | $46,732-63.3% | $156,551-89.1% | $55,167-69.0% |
| Participation rate | 69.5% | 65.8%+3.7pp | 84.0%-14.6pp | 69.0%+0.5pp |
| Annual return | 12.33% | 17.72%-5.4pp | 32.23%-19.9pp | 169.23%-156.9pp |
| Employer contribution / active EE | $204 | $2,105-90.3% | $5,501-96.3% | $1,963-89.6% |
| Participant deferral / active EE | $1,586 | $2,204-28.0% | $4,871-67.4% | $3,054-48.1% |
| Admin fee / account holder | $13 | $418-96.8% | $13,028-99.9% | $504-97.4% |