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| Provider | Service type | Compensation |
|---|---|---|
GCW CAPITAL, LLC2 years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $51,726 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $17,003 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,661 |
Filed as: MASS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,090 |
Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 15 · EIN 16-1062503 | Recordkeeping | $800 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $0 |
Annual investment return 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 | $200,731 | $80,753+148.6% | $136,298+47.3% | $62,293+222.2% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 12.57% | 35.83%-23.3pp | 5156.27%-5143.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $11,321 | $2,884+292.6% | $4,696+141.1% | $2,042+454.3% |
| Participant deferral / active EE | $6,182 | $5,164+19.7% | $6,247-1.0% | $3,169+95.1% |
| Admin fee / account holder | $101 | $525-80.7% | $9,244-98.9% | $479-78.9% |