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| Provider | Service type | Compensation |
|---|---|---|
RELAIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $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.
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 | $23,232 | $52,967-56.1% | $172,753-86.6% | $65,186-64.4% |
| Participation rate | 18.2% | 66.2%-48.0pp | 82.6%-64.5pp | 70.2%-52.0pp |
| Annual return | 19.98% | 30.12%-10.1pp | 803.00%-783.0pp | 29.39%-9.4pp |
| Employer contribution / active EE | $328 | $2,190-85.0% | $5,144-93.6% | $2,177-85.0% |
| Participant deferral / active EE | $600 | $2,471-75.7% | $5,198-88.5% | $3,514-82.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |