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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,530 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,696 | $46,732-72.8% | $156,551-91.9% | $55,167-77.0% |
| Participation rate | 8.9% | 65.8%-56.9pp | 84.0%-75.1pp | 69.0%-60.1pp |
| Annual return | 8.55% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $167 | $2,105-92.1% | $5,501-97.0% | $1,963-91.5% |
| Participant deferral / active EE | $451 | $2,204-79.5% | $4,871-90.7% | $3,054-85.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |