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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 04-1590850 | Recordkeeping | $2,164 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $617 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST COMPANY 58-1428634 Service code 19 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC 36-4317 Service code 49 | Other Services | $15 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
UNUM LIFE INS. CO. OF AMERICA1+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,355 | $36,916-47.6% | $156,551-87.6% | $57,658-66.4% |
| Participation rate | 99.8% | 63.4%+36.3pp | 84.0%+15.8pp | 70.2%+29.5pp |
| Annual return | -0.75% | 12.38%-13.1pp | 32.23%-33.0pp | 5.13%-5.9pp |
| Employer contribution / active EE | $2,275 | $1,571+44.9% | $5,501-58.6% | $1,974+15.3% |
| Participant deferral / active EE | $1,588 | $1,926-17.5% | $4,871-67.4% | $3,061-48.1% |
| Admin fee / account holder | $49 | $82-40.7% | $13,028-99.6% | $95-48.3% |