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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $13,049 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $8,937 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DWS FUNDS4 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,733 | $61,172-20.3% | $185,851-73.8% | $79,389-38.6% |
| Participation rate | 94.0% | 66.6%+27.3pp | 81.7%+12.2pp | 70.7%+23.2pp |
| Annual return | 9.82% | 19.45%-9.6pp | 122.11%-112.3pp | 116.89%-107.1pp |
| Employer contribution / active EE | $1,397 | $2,321-39.8% | $5,168-73.0% | $2,428-42.4% |
| Participant deferral / active EE | $2,247 | $2,788-19.4% | $5,569-59.7% | $4,046-44.5% |
| Admin fee / account holder | $43 | $710-94.0% | $16,245-99.7% | $626-93.2% |