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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,547 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
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 | $16,977 | $55,453-69.4% | $170,435-90.0% | $62,293-72.7% |
| Participation rate | 51.4% | 66.4%-15.0pp | 83.6%-32.2pp | 69.5%-18.2pp |
| Annual return | 6.25% | 21.38%-15.1pp | 205.94%-199.7pp | 28.90%-22.6pp |
| Employer contribution / active EE | $733 | $2,164-66.1% | $5,432-86.5% | $2,042-64.1% |
| Participant deferral / active EE | $798 | $2,303-65.4% | $4,939-83.8% | $3,169-74.8% |
| Admin fee / account holder | $34 | $455-92.5% | $13,881-99.8% | $479-92.9% |