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| Provider | Service type | Compensation |
|---|---|---|
GCW CAPITAL, LLC1 year Service code 27 · EIN 46-5416446 | Advisory (Plan) | $26,116 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $15,263 |
Filed as: MASS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,160 |
Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 15 · EIN 16-1062503 | Recordkeeping | $634 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $0 |
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 | $166,423 | $75,183+121.4% | $123,894+34.3% | $55,167+201.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 81.4%+16.8pp | 69.0%+29.2pp |
| Annual return | 7.27% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $9,735 | $2,823+244.8% | $4,617+110.9% | $1,963+396.0% |
| Participant deferral / active EE | $5,513 | $5,084+8.4% | $5,984-7.9% | $3,054+80.5% |
| Admin fee / account holder | $22 | $663-96.6% | $8,357-99.7% | $504-95.6% |