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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 CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $251 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC 36-4317 Service code 49 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST COMPANY 58-1428634 Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,645 | $46,173-57.5% | $170,435-88.5% | $69,631-71.8% |
| Participation rate | 90.8% | 63.9%+26.9pp | 83.6%+7.2pp | 70.7%+20.1pp |
| Annual return | 10.92% | 21.62%-10.7pp | 205.94%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $2,300 | $1,610+42.9% | $5,432-57.7% | $2,032+13.2% |
| Participant deferral / active EE | $1,580 | $2,080-24.1% | $4,939-68.0% | $3,224-51.0% |
| Admin fee / account holder | $62 | $116-46.6% | $13,881-99.6% | $110-43.9% |