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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,521 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $396 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $48 |
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 | $27,842 | $46,732-40.4% | $156,551-82.2% | $55,167-49.5% |
| Participation rate | 88.9% | 65.8%+23.1pp | 84.0%+4.9pp | 69.0%+19.9pp |
| Annual return | 4.83% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,474 | $2,105-30.0% | $5,501-73.2% | $1,963-24.9% |
| Participant deferral / active EE | $2,300 | $2,204+4.4% | $4,871-52.8% | $3,054-24.7% |
| Admin fee / account holder | $9 | $418-97.8% | $13,028-99.9% | $504-98.2% |