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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $8,932 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUTS COMPAN Service code 25 | Directed Trustee | $325 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,714 | $80,005-72.9% | $140,019-84.5% | $55,725-61.0% |
| Participation rate | 85.3% | 87.0%-1.7pp | 87.5%-2.2pp | 70.9%+14.4pp |
| Annual return | -7.05% | 0.46%-7.5pp | 651.17%-658.2pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,141 | $3,403-66.5% | $5,605-79.6% | $2,078-45.1% |
| Participant deferral / active EE | $3,979 | $5,264-24.4% | $6,927-42.5% | $3,356+18.6% |
| Admin fee / account holder | $14 | $116-87.5% | $10,705-99.9% | $115-87.5% |