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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $395 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $208 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $44 |
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 | $25,595 | $46,360-44.8% | $147,617-82.7% | $52,331-51.1% |
| Participation rate | 92.1% | 64.9%+27.2pp | 84.6%+7.5pp | 68.1%+24.0pp |
| Annual return | -0.03% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,421 | $2,126-33.2% | $5,564-74.5% | $1,882-24.5% |
| Participant deferral / active EE | $2,273 | $2,258+0.7% | $4,895-53.6% | $3,022-24.8% |
| Admin fee / account holder | $1 | $766-99.8% | $11,612-100.0% | $592-99.8% |