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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,296 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $19,541 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,167 | $51,620-6.7% | $90,324-46.7% | $65,186-26.1% |
| Participation rate | 80.4% | 68.6%+11.8pp | 73.3%+7.2pp | 70.2%+10.2pp |
| Annual return | 23.65% | 24.94%-1.3pp | 78.15%-54.5pp | 29.39%-5.7pp |
| Employer contribution / active EE | $3,766 | $2,235+68.5% | $2,856+31.9% | $2,177+73.0% |
| Participant deferral / active EE | $6,944 | $2,871+141.9% | $3,885+78.7% | $3,514+97.6% |
| Admin fee / account holder | $176 | $384-54.1% | $5,356-96.7% | $847-79.2% |