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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST, LLC Service code 19 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY3+ 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.
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 | $16,019 | $55,453-71.1% | $170,435-90.6% | $62,293-74.3% |
| Participation rate | 18.5% | 66.4%-47.9pp | 83.6%-65.1pp | 69.5%-51.1pp |
| Annual return | 14.62% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $259 | $2,164-88.0% | $5,432-95.2% | $2,042-87.3% |
| Participant deferral / active EE | $442 | $2,303-80.8% | $4,939-91.1% | $3,169-86.1% |
| Admin fee / account holder | $220 | $455-51.7% | $13,881-98.4% | $479-54.2% |