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: MASSACHUSETTS MUTUAL LIFE INSURACE Service code 15 · EIN 04-1590850 | Recordkeeping | $73,889 |
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $24,848 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS INC. Service code 37 · EIN 25-1541083 | Loan Processing | $3,780 |
RELIANCE TRUST COMPANY6+ 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 | $48,297 | $69,383-30.4% | $101,275-52.3% | $73,497-34.3% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.8%+22.1pp | 70.7%+27.2pp |
| Annual return | 13.27% | 18.46%-5.2pp | 46.48%-33.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $3,480 | $2,628+32.4% | $3,660-4.9% | $2,270+53.3% |
| Participant deferral / active EE | $2,103 | $3,301-36.3% | $4,371-51.9% | $3,740-43.8% |
| Admin fee / account holder | $271 | $704-61.5% | $5,948-95.4% | $513-47.2% |