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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $41,098 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $14,072 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,385 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO5 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,715 | $46,325+7.3% | $143,788-65.4% | $64,814-23.3% |
| Participation rate | 47.3% | 64.2%-17.0pp | 80.3%-33.0pp | 71.5%-24.2pp |
| Annual return | -13.19% | -10.05%-3.1pp | -0.03%-13.2pp | 32.84%-46.0pp |
| Employer contribution / active EE | $734 | $1,911-61.6% | $4,952-85.2% | $2,507-70.7% |
| Participant deferral / active EE | $2,096 | $2,647-20.8% | $5,638-62.8% | $4,310-51.4% |
| Admin fee / account holder | $29 | $154-80.9% | $14,675-99.8% | $188-84.4% |