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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $225 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,832 | $75,832-92.3% | $147,617-96.0% | $59,633-90.2% |
| Participation rate | 94.9% | 71.6%+23.3pp | 84.6%+10.3pp | 68.7%+26.2pp |
| Annual return | 0.48% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $517 | $3,485-85.2% | $5,564-90.7% | $2,203-76.5% |
| Participant deferral / active EE | $1,039 | $3,131-66.8% | $4,895-78.8% | $3,192-67.4% |
| Admin fee / account holder | $2 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |