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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,518 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,371 | $46,173-10.4% | $170,435-75.7% | $69,631-40.6% |
| Participation rate | 34.4% | 63.9%-29.5pp | 83.6%-49.2pp | 70.7%-36.3pp |
| Annual return | 14.95% | 21.62%-6.7pp | 205.94%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $860 | $1,610-46.6% | $5,432-84.2% | $2,032-57.7% |
| Participant deferral / active EE | $1,286 | $2,080-38.2% | $4,939-74.0% | $3,224-60.1% |
| Admin fee / account holder | $12 | $116-89.7% | $13,881-99.9% | $110-89.2% |