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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $431 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,234 | $74,089-56.5% | $133,975-75.9% | $55,167-41.6% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.1%+6.0pp | 69.0%+24.1pp |
| Annual return | 6.56% | 12.11%-5.6pp | 29.29%-22.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,184 | $3,064-61.4% | $5,211-77.3% | $1,963-39.7% |
| Participant deferral / active EE | $1,977 | $4,678-57.7% | $6,282-68.5% | $3,054-35.3% |
| Admin fee / account holder | $5 | $458-98.9% | $9,324-99.9% | $504-99.0% |