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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $4,007 |
Filed as: NYLIFE SECURITIES LLC Service code 99 · EIN 27-0145686 | Other Fees | $0 |
NYLINK INSURANCE AGENCY INC3 years Service code 99 · EIN 13-3929029 | Other Fees | $0 |
RELIANCE TRUST COMPANY4 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 | $25,082 | $54,757-54.2% | $90,304-72.2% | $72,975-65.6% |
| Participation rate | 74.0% | 65.2%+8.8pp | 73.3%+0.7pp | 69.5%+4.5pp |
| Annual return | 17.68% | 30.63%-12.9pp | 78.13%-60.4pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,236 | $2,093-40.9% | $2,855-56.7% | $2,440-49.3% |
| Participant deferral / active EE | $1,737 | $2,887-39.8% | $3,885-55.3% | $3,608-51.8% |
| Admin fee / account holder | $28 | $3,973-99.3% | $5,354-99.5% | $5,124-99.4% |