Filed May 5, 2025 (most recent of 7 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $69,030 |
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $27,920 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS INC. Service code 37 · EIN 25-1541083 | Loan Processing | $7,415 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $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 | $45,031 | $63,114-28.7% | $92,909-51.5% | $65,185-30.9% |
| Participation rate | 87.6% | 68.8%+18.8pp | 76.0%+11.6pp | 70.2%+17.4pp |
| Annual return | 19.73% | 28.75%-9.0pp | 109.44%-89.7pp | 29.38%-9.7pp |
| Employer contribution / active EE | $3,866 | $2,571+50.4% | $3,653+5.8% | $2,177+77.6% |
| Participant deferral / active EE | $2,013 | $3,108-35.2% | $4,238-52.5% | $3,514-42.7% |
| Admin fee / account holder | $263 | $624-57.9% | $5,795-95.5% | $847-69.0% |