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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $44,136 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: ENVESTNET RETIREMENT SOLUTION LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $12,385 | $65,292-81.0% | $71,671-82.7% | $77,958-84.1% |
| Participation rate | 40.1% | 67.4%-27.3pp | 68.7%-28.7pp | 71.6%-31.6pp |
| Annual return | 13.77% | 21.25%-7.5pp | 20.65%-6.9pp | 20.87%-7.1pp |
| Employer contribution / active EE | $160 | $2,085-92.3% | $2,460-93.5% | $2,310-93.1% |
| Participant deferral / active EE | $658 | $3,008-78.1% | $3,438-80.9% | $3,537-81.4% |
| Admin fee / account holder | $29 | $84-65.4% | $5,558-99.5% | $97-70.0% |