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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $6,369 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,871 | $31,388+33.4% | $73,550-43.1% | $62,293-32.8% |
| Participation rate | 52.1% | 39.9%+12.3pp | 54.9%-2.8pp | 69.5%-17.4pp |
| Annual return | 16.53% | 25.34%-8.8pp | -15.16%+31.7pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,360 | $1,028+129.5% | $1,804+30.8% | $3,169-25.5% |
| Admin fee / account holder | $56 | $299-81.1% | $2,320-97.6% | $479-88.2% |