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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,128 |
RELIANCE TRUST COMPANY4+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $220 |
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 | $29,344 | $37,196-21.1% | $154,108-81.0% | $55,725-47.3% |
| Participation rate | 77.6% | 64.1%+13.5pp | 83.0%-5.5pp | 70.9%+6.7pp |
| Annual return | -3.81% | 1319.68%-1323.5pp | 735.21%-739.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $834 | $1,614-48.3% | $5,298-84.3% | $2,078-59.9% |
| Participant deferral / active EE | $2,851 | $2,068+37.8% | $5,081-43.9% | $3,356-15.0% |
| Admin fee / account holder | $40 | $102-60.8% | $13,411-99.7% | $115-65.4% |