Filed February 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,977 |
Service code 13 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Contract Administrator | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. COMP Service code 28 PO BOX 771115 · CINCINNATI, OH 452771115 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,291 | $69,383-21.8% | $101,275-46.4% | $73,497-26.1% |
| Participation rate | 89.4% | 68.4%+21.0pp | 75.8%+13.6pp | 70.7%+18.7pp |
| Annual return | 14.29% | 18.46%-4.2pp | 46.48%-32.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $10,358 | $2,628+294.1% | $3,660+183.0% | $2,270+356.3% |
| Participant deferral / active EE | $3,266 | $3,301-1.1% | $4,371-25.3% | $3,740-12.7% |
| Admin fee / account holder | $31 | $704-95.5% | $5,948-99.5% | $513-93.9% |