Filed December 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $400 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,458 | $74,089-29.2% | $133,975-60.8% | $55,167-4.9% |
| Participation rate | 90.4% | 84.3%+6.1pp | 87.1%+3.3pp | 69.0%+21.4pp |
| Annual return | 21.47% | 12.11%+9.4pp | 29.29%-7.8pp | 169.23%-147.8pp |
| Employer contribution / active EE | $2,979 | $3,064-2.8% | $5,211-42.8% | $1,963+51.8% |
| Participant deferral / active EE | $2,389 | $4,678-48.9% | $6,282-62.0% | $3,054-21.8% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.4% |