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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $4,256 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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.
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 | $3,661 | $75,962-95.2% | $154,108-97.6% | $64,173-94.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -78.19% | 30.32%-108.5pp | 735.21%-813.4pp | 7.63%-85.8pp |
| Employer contribution / active EE | $604 | $3,350-82.0% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $1,552 | $3,175-51.1% | $5,081-69.5% | $3,470-55.3% |
| Admin fee / account holder | $43 | $5,589-99.2% | $13,411-99.7% | $4,887-99.1% |