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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,537 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,680 | $46,732-85.7% | $156,551-95.7% | $55,167-87.9% |
| Participation rate | 91.9% | 65.8%+26.1pp | 84.0%+7.9pp | 69.0%+22.9pp |
| Annual return | 12.84% | 17.72%-4.9pp | 32.23%-19.4pp | 169.23%-156.4pp |
| Employer contribution / active EE | $396 | $2,105-81.2% | $5,501-92.8% | $1,963-79.8% |
| Participant deferral / active EE | $1,088 | $2,204-50.6% | $4,871-77.7% | $3,054-64.4% |
| Admin fee / account holder | $25 | $418-94.1% | $13,028-99.8% | $504-95.1% |