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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,592 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,173 | $46,732-67.5% | $156,551-90.3% | $55,167-72.5% |
| Participation rate | 54.8% | 65.8%-11.0pp | 84.0%-29.2pp | 69.0%-14.2pp |
| Annual return | -0.38% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $834 | $2,105-60.4% | $5,501-84.8% | $1,963-57.5% |
| Participant deferral / active EE | $940 | $2,204-57.4% | $4,871-80.7% | $3,054-69.2% |
| Admin fee / account holder | $45 | $418-89.2% | $13,028-99.7% | $504-91.0% |