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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $7,652 |
RENASANT BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $7,611 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,029 |
Filed as: OHIO NATIONAL INS AGENCY INC Service code 53 · EIN 32-0071428 | Insurance Commissions | $2,587 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,487 | $51,223-71.7% | $82,763-82.5% | $66,949-78.4% |
| Participation rate | 84.8% | 67.9%+16.9pp | 72.6%+12.3pp | 69.8%+15.0pp |
| Annual return | -20.62% | -9.85%-10.8pp | 702.45%-723.1pp | 1.57%-22.2pp |
| Employer contribution / active EE | $1,638 | $2,611-37.3% | $3,008-45.6% | $2,545-35.7% |
| Participant deferral / active EE | $1,082 | $3,460-68.7% | $4,395-75.4% | $4,239-74.5% |
| Admin fee / account holder | $91 | $415-78.1% | $5,325-98.3% | $594-84.7% |