Filed September 9, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $34,422 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,543 | $121,341-71.5% | $189,537-81.8% | $79,391-56.5% |
| Participation rate | 71.1% | 86.1%-15.0pp | 87.8%-16.7pp | 70.7%+0.4pp |
| Annual return | 17.33% | 21.08%-3.7pp | 555.34%-538.0pp | 116.88%-99.5pp |
| Employer contribution / active EE | $798 | $3,915-79.6% | $6,161-87.1% | $2,428-67.1% |
| Participant deferral / active EE | $2,263 | $6,395-64.6% | $8,220-72.5% | $4,046-44.1% |
| Admin fee / account holder | $317 | $651-51.3% | $12,048-97.4% | $627-49.3% |