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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,529 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $3,036 | $46,732-93.5% | $156,551-98.1% | $55,167-94.5% |
| Participation rate | 59.5% | 65.8%-6.3pp | 84.0%-24.5pp | 69.0%-9.5pp |
| Annual return | 0.50% | 17.72%-17.2pp | 32.23%-31.7pp | 169.23%-168.7pp |
| Employer contribution / active EE | $657 | $2,105-68.8% | $5,501-88.1% | $1,963-66.5% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $27 | $418-93.6% | $13,028-99.8% | $504-94.7% |