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| Provider | Service type | Compensation |
|---|---|---|
RELAINCE TRUST COMPANY1+ years Service code 25 | Directed Trustee | $400 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,298 | $75,183+21.4% | $123,892-26.3% | $55,167+65.5% |
| Participation rate | 74.3% | 72.8%+1.4pp | 81.4%-7.2pp | 69.0%+5.3pp |
| Annual return | 4.64% | 19.01%-14.4pp | 47.52%-42.9pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,530 | $2,823-45.8% | $4,617-66.9% | $1,963-22.0% |
| Participant deferral / active EE | $4,125 | $5,084-18.9% | $5,984-31.1% | $3,054+35.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |