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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $17,771 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 50 · EIN 26-4310844 | Direct Payment | $17,075 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $17,720 | $50,498-64.9% | $75,784-76.6% | $55,191-67.9% |
| Participation rate | 58.2% | 69.4%-11.3pp | 75.8%-17.7pp | 69.2%-11.0pp |
| Annual return | -0.87% | 1.80%-2.7pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $329 | $2,291-85.6% | $3,323-90.1% | $1,899-82.7% |
| Participant deferral / active EE | $1,588 | $2,589-38.7% | $3,652-56.5% | $3,046-47.9% |
| Admin fee / account holder | $43 | $123-65.4% | $5,300-99.2% | $91-53.2% |