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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $536 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,832 | $40,275-21.0% | $57,356-44.5% | $59,633-46.6% |
| Participation rate | 98.3% | 69.1%+29.2pp | 75.1%+23.3pp | 68.7%+29.7pp |
| Annual return | -0.06% | 27.52%-27.6pp | 24.41%-24.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,317 | $1,921-31.5% | $2,689-51.0% | $2,203-40.2% |
| Participant deferral / active EE | $2,463 | $2,400+2.6% | $3,162-22.1% | $3,192-22.8% |
| Admin fee / account holder | $6 | $2,820-99.8% | $3,357-99.8% | $4,297-99.9% |