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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,516 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 55 | Other Commissions | $6,955 |
PA RETIREMENT SOLUTIONS, INC.6+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $6,485 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 1776 PLEASANT PLAN RD. · FAIRFIELD, IA 52556 | Other Commissions | $708 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $186 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,059 | $58,879-71.0% | $178,490-90.4% | $73,488-76.8% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 18.18% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $863 | $2,236-61.4% | $5,011-82.8% | $2,270-62.0% |
| Participant deferral / active EE | $1,474 | $2,567-42.6% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $112 | $400-72.1% | $13,984-99.2% | $513-78.3% |