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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $190,404 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS INC Service code 50 · EIN 47-3313152 | Direct Payment | $45,000 |
CAPFINANCIAL PARTNERS LLC6 years Service code 16 · EIN 26-0058143 | Consulting | $39,531 |
NORRIS MCLAUGHLIN1 year Service code 17 · EIN 62-1408127 | Pension Consulting | $2,106 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $38,981-100.0% | $38,981-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | -7.35% | 9.97%-17.3pp | 11.38%-18.7pp | 9.30%-16.7pp |
| Employer contribution / active EE | $0 | $28,819-100.0% | $18,467-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |