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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 | $23,144 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 5 BRYANT PARK · NEW YORK, NY 10018 | Accounting | $15,900 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 13 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Contract Administrator | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,413 | $81,474+35.5% | $133,959-17.6% | $73,493+50.2% |
| Participation rate | 52.3% | 76.4%-24.0pp | 79.8%-27.5pp | 70.7%-18.3pp |
| Annual return | 15.21% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $528 | $2,209-76.1% | $3,919-86.5% | $2,270-76.7% |
| Participant deferral / active EE | $4,061 | $3,786+7.3% | $5,047-19.5% | $3,740+8.6% |
| Admin fee / account holder | $446 | $713-37.5% | $8,928-95.0% | $513-13.2% |