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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $100 |
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 | $6,620 | $77,638-91.5% | $156,551-95.8% | $62,881-89.5% |
| Participation rate | 92.1% | 71.2%+20.9pp | 84.0%+8.1pp | 69.3%+22.8pp |
| Annual return | 5.53% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $474 | $3,444-86.2% | $5,501-91.4% | $2,281-79.2% |
| Participant deferral / active EE | $1,020 | $3,046-66.5% | $4,871-79.1% | $3,203-68.1% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |