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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,251 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,662 | $38,365+73.8% | $84,623-21.2% | $65,185+2.3% |
| Participation rate | 53.4% | 55.7%-2.3pp | 68.2%-14.8pp | 70.2%-16.8pp |
| Annual return | 22.30% | 32.00%-9.7pp | 258.77%-236.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,008 | $1,258-19.9% | $2,652-62.0% | $2,177-53.7% |
| Participant deferral / active EE | $3,669 | $2,278+61.0% | $3,899-5.9% | $3,514+4.4% |
| Admin fee / account holder | $14 | $451-96.9% | $4,913-99.7% | $847-98.3% |