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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,660 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $660 |
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 | $40,023 | $37,196+7.6% | $154,108-74.0% | $55,725-28.2% |
| Participation rate | 34.4% | 64.1%-29.7pp | 83.0%-48.7pp | 70.9%-36.5pp |
| Annual return | -4.49% | 1319.68%-1324.2pp | 735.21%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $794 | $1,614-50.8% | $5,298-85.0% | $2,078-61.8% |
| Participant deferral / active EE | $1,276 | $2,068-38.3% | $5,081-74.9% | $3,356-62.0% |
| Admin fee / account holder | $11 | $102-89.0% | $13,411-99.9% | $115-90.3% |