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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 | $42,072 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $24,824 |
Service code 13 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,026 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,448 | $66,124-7.1% | $90,461-32.1% | $73,497-16.4% |
| Participation rate | 77.6% | 69.7%+7.9pp | 72.7%+4.9pp | 70.7%+6.9pp |
| Annual return | 21.56% | 17.65%+3.9pp | 1294.76%-1273.2pp | 28.51%-7.0pp |
| Employer contribution / active EE | $3,822 | $2,346+62.9% | $3,264+17.1% | $2,270+68.4% |
| Participant deferral / active EE | $6,985 | $3,039+129.9% | $3,964+76.2% | $3,740+86.8% |
| Admin fee / account holder | $209 | $396-47.2% | $5,617-96.3% | $513-59.3% |