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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 | $25,518 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $12,265 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,382 | $66,302-27.0% | $110,243-56.1% | $56,289-14.0% |
| Participation rate | 62.3% | 74.9%-12.6pp | 79.8%-17.5pp | 69.9%-7.6pp |
| Annual return | -4.17% | -1.18%-3.0pp | 314.76%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $314 | $2,047-84.7% | $3,827-91.8% | $2,111-85.1% |
| Participant deferral / active EE | $2,310 | $3,381-31.7% | $4,672-50.6% | $3,350-31.0% |
| Admin fee / account holder | $304 | $698-56.5% | $8,548-96.4% | $521-41.7% |