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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 | $27,341 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $13,722 |
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 | $55,541 | $91,559-39.3% | $133,971-58.5% | $79,852-30.4% |
| Participation rate | 62.2% | 73.3%-11.1pp | 79.8%-17.6pp | 69.6%-7.4pp |
| Annual return | 10.44% | 61.85%-51.4pp | 45.09%-34.6pp | 31.72%-21.3pp |
| Employer contribution / active EE | $318 | $2,384-86.7% | $3,919-91.9% | $2,471-87.1% |
| Participant deferral / active EE | $2,498 | $3,734-33.1% | $5,047-50.5% | $3,740-33.2% |
| Admin fee / account holder | $300 | $6,321-95.2% | $8,929-96.6% | $5,306-94.3% |