Filed April 28, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,542 |
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 | $15 |
Filed as: ING LIFE INSURANCE AND ANNUITY CO. Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,661 | $46,360-49.0% | $147,617-84.0% | $52,331-54.8% |
| Participation rate | 95.2% | 64.9%+30.3pp | 84.6%+10.6pp | 68.1%+27.1pp |
| Annual return | -0.47% | 1.62%-2.1pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,155 | $2,126-45.7% | $5,564-79.2% | $1,882-38.6% |
| Participant deferral / active EE | $4,332 | $2,258+91.9% | $4,895-11.5% | $3,022+43.4% |
| Admin fee / account holder | $18 | $766-97.6% | $11,612-99.8% | $592-97.0% |