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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,053 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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.
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 | $7,803 | $55,453-85.9% | $170,435-95.4% | $62,293-87.5% |
| Participation rate | 87.2% | 66.4%+20.9pp | 83.6%+3.6pp | 69.5%+17.7pp |
| Annual return | 11.08% | 21.38%-10.3pp | 205.94%-194.9pp | 28.90%-17.8pp |
| Employer contribution / active EE | $339 | $2,164-84.3% | $5,432-93.8% | $2,042-83.4% |
| Participant deferral / active EE | $851 | $2,303-63.0% | $4,939-82.8% | $3,169-73.1% |
| Admin fee / account holder | $29 | $455-93.7% | $13,881-99.8% | $479-94.1% |