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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $852 |
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 |
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 | $9,203 | $77,638-88.1% | $156,551-94.1% | $62,881-85.4% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 6.18% | 50.33%-44.1pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $749 | $3,444-78.2% | $5,501-86.4% | $2,281-67.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |