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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $16,450 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,916 | $52,884-88.8% | $84,753-93.0% | $55,167-89.3% |
| Participation rate | 73.2% | 67.5%+5.7pp | 76.6%-3.4pp | 69.0%+4.2pp |
| Annual return | 8.34% | 18.03%-9.7pp | 22.78%-14.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,893 | $2,233+29.5% | $3,574-19.1% | $1,963+47.4% |
| Participant deferral / active EE | $1,011 | $2,644-61.7% | $3,712-72.8% | $3,054-66.9% |
| Admin fee / account holder | $57 | $581-90.1% | $5,333-98.9% | $504-88.6% |