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| Provider | Service type | Compensation |
|---|---|---|
GCW CAPITAL, LLC3 years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $57,732 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,651 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,056 |
Filed as: PPS PENSION & FINANCIAL SVS Service code 13 · EIN 16-1062503 | Contract Administrator | $1,363 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $930 |
PPS PENSION & FINANCIAL SERVICES4+ 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 | $207,912 | $73,102+184.4% | $123,549+68.3% | $56,287+269.4% |
| Participation rate | 98.1% | 74.3%+23.8pp | 82.3%+15.8pp | 69.9%+28.2pp |
| Annual return | -3.56% | 3.01%-6.6pp | 119.20%-122.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $11,538 | $2,977+287.6% | $4,628+149.3% | $2,111+446.6% |
| Participant deferral / active EE | $5,850 | $5,423+7.9% | $6,426-9.0% | $3,350+74.7% |
| Admin fee / account holder | $181 | $554-67.3% | $9,284-98.1% | $521-65.3% |