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| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD2+ years Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 15 · EIN 06-0974148 | Recordkeeping | $10,827 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
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 | $33,193 | $46,732-29.0% | $156,551-78.8% | $55,167-39.8% |
| Participation rate | 88.7% | 65.8%+22.9pp | 84.0%+4.7pp | 69.0%+19.7pp |
| Annual return | 9.45% | 17.72%-8.3pp | 32.23%-22.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,107 | $2,105-47.4% | $5,501-79.9% | $1,963-43.6% |
| Participant deferral / active EE | $3,272 | $2,204+48.5% | $4,871-32.8% | $3,054+7.1% |
| Admin fee / account holder | $45 | $418-89.4% | $13,028-99.7% | $504-91.2% |