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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $65 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,254 | $58,895-70.7% | $178,503-90.3% | $73,497-76.5% |
| Participation rate | 97.0% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 10.10% | 24.86%-14.8pp | 151.12%-141.0pp | 28.51%-18.4pp |
| Employer contribution / active EE | $1,529 | $2,236-31.6% | $5,011-69.5% | $2,270-32.6% |
| Participant deferral / active EE | $423 | $2,567-83.5% | $5,202-91.9% | $3,740-88.7% |
| Admin fee / account holder | $21 | $400-94.7% | $13,987-99.8% | $513-95.8% |