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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,895 | $65,322-74.1% | $70,476-76.0% | $73,493-77.0% |
| Participation rate | 52.8% | 77.0%-24.2pp | 75.1%-22.3pp | 70.7%-17.9pp |
| Annual return | -1.06% | 15.71%-16.8pp | 109.12%-110.2pp | 28.51%-29.6pp |
| Employer contribution / active EE | $702 | $2,460-71.5% | $2,738-74.4% | $2,270-69.1% |
| Participant deferral / active EE | $1,369 | $3,375-59.4% | $3,710-63.1% | $3,740-63.4% |
| Admin fee / account holder | $20 | $214-90.6% | $3,847-99.5% | $513-96.1% |