Filed March 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUARNCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,298 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, INC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $42,568 | $51,769-17.8% | $57,356-25.8% | $52,331-18.7% |
| Participation rate | 88.5% | 75.2%+13.3pp | 75.1%+13.5pp | 68.1%+20.4pp |
| Annual return | 1.08% | 2.43%-1.3pp | 24.41%-23.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $3,371 | $2,335+44.3% | $2,689+25.4% | $1,882+79.1% |
| Participant deferral / active EE | $3,649 | $2,794+30.6% | $3,162+15.4% | $3,022+20.8% |
| Admin fee / account holder | $4 | $295-98.6% | $3,357-99.9% | $592-99.3% |