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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1475256 | Advisory (Plan) | $43,168 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $33,047 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,466 |
PENSION AND RETIREMENT SERVICES8+ years Service code 13 · EIN 87-3354137 | Contract Administrator | $330 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,382 | $65,453-7.7% | $86,698-30.4% | $66,938-9.8% |
| Participation rate | 98.0% | 75.5%+22.6pp | 76.6%+21.4pp | 69.8%+28.2pp |
| Annual return | -10.68% | -10.89%+0.2pp | 35.95%-46.6pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,791 | $2,154+29.6% | $2,837-1.6% | $2,545+9.7% |
| Participant deferral / active EE | $3,695 | $4,102-9.9% | $4,656-20.6% | $4,238-12.8% |
| Admin fee / account holder | $298 | $642-53.6% | $7,493-96.0% | $594-49.8% |