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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,461 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 64 | Recordkeeping Fees | $6,049 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,765 | $64,286-59.9% | $90,970-71.7% | $73,412-64.9% |
| Participation rate | 18.2% | 63.6%-45.4pp | 69.0%-50.8pp | 72.2%-54.0pp |
| Annual return | 11.54% | 21.46%-9.9pp | 134.60%-123.1pp | 59.30%-47.8pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $621 | $2,453-74.7% | $3,373-81.6% | $3,806-83.7% |
| Admin fee / account holder | $181 | $287-37.0% | $5,961-97.0% | $158+14.7% |