Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,647 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 64 | Recordkeeping Fees | $8,017 |
PASI, LLC1 year Filed as: PASI Service code 13 10 TALCOTT NOTCH RD SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $4,008 |
PASI, LLC1 year Filed as: PASI LLC Service code 13 | Contract Administrator | $2,303 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,459 | $50,956-40.2% | $96,575-68.5% | $86,813-64.9% |
| Participation rate | 22.2% | 65.2%-43.0pp | 69.8%-47.6pp | 72.3%-50.1pp |
| Annual return | 20.93% | 21.27%-0.3pp | 37.79%-16.9pp | 97.93%-77.0pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $808 | $2,954-72.7% | $3,849-79.0% | $4,131-80.5% |
| Admin fee / account holder | $243 | $166+46.1% | $6,182-96.1% | $170+43.1% |