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| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD1+ years Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 15 · EIN 06-0974148 | Recordkeeping | $9,423 |
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 | $32 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
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 | $34,584 | $46,360-25.4% | $147,617-76.6% | $52,331-33.9% |
| Participation rate | 92.6% | 64.9%+27.6pp | 84.6%+8.0pp | 68.1%+24.5pp |
| Annual return | -0.28% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,171 | $2,258+40.4% | $4,895-35.2% | $3,022+4.9% |
| Admin fee / account holder | $47 | $766-93.8% | $11,612-99.6% | $592-92.0% |