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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,783 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 55 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Other Commissions | $0 |
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.
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 | $88,258 | $66,302+33.1% | $110,241-19.9% | $56,287+56.8% |
| Participation rate | 53.1% | 74.9%-21.8pp | 79.8%-26.7pp | 69.9%-16.7pp |
| Annual return | -5.27% | -1.18%-4.1pp | 314.75%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $420 | $2,047-79.5% | $3,827-89.0% | $2,111-80.1% |
| Participant deferral / active EE | $3,769 | $3,381+11.5% | $4,672-19.3% | $3,350+12.5% |
| Admin fee / account holder | $215 | $698-69.2% | $8,548-97.5% | $521-58.7% |