Filed September 9, 2025 (most recent of 2 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,543 | $121,341-71.5% | $189,513-81.8% | $79,386-56.5% |
| Participation rate | 71.1% | 86.1%-15.0pp | 87.8%-16.7pp | 70.7%+0.4pp |
| Annual return | 17.33% | 21.08%-3.7pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $798 | $3,915-79.6% | $6,162-87.1% | $2,427-67.1% |
| Participant deferral / active EE | $2,263 | $6,395-64.6% | $8,221-72.5% | $4,046-44.1% |
| Admin fee / account holder | $317 | $651-51.3% | $12,045-97.4% | $626-49.3% |