Filed March 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,430 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, INC. Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $41,308 | $52,467-21.3% | $57,196-27.8% | $55,167-25.1% |
| Participation rate | 90.8% | 75.8%+15.0pp | 75.3%+15.5pp | 69.0%+21.8pp |
| Annual return | 6.02% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,357 | $2,477-4.9% | $2,683-12.2% | $1,963+20.1% |
| Participant deferral / active EE | $2,535 | $2,830-10.4% | $3,096-18.1% | $3,054-17.0% |
| Admin fee / account holder | $4 | $269-98.5% | $3,141-99.9% | $504-99.2% |