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| Provider | Service type | Compensation |
|---|---|---|
MMLIS3 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $40,322 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,284 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 P O BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $13,896 |
THE MICHIGAN PENSION GROUP, INC.10+ years Service code 13 | Contract Administrator | $13,553 |
THE MICHIGAN PENSION GROUP, INC.10+ years Filed as: THE MICHIGAN PENSION GROUP Service code 13 15 CAPITAL AVE NE · BATTLE CREEK, MI 49017 | Contract Administrator | $9,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,855 | $50,902-15.8% | $155,534-72.4% | $77,736-44.9% |
| Participation rate | 28.4% | 63.1%-34.7pp | 78.2%-49.8pp | 70.6%-42.2pp |
| Annual return | 12.98% | 34.85%-21.9pp | 64.92%-51.9pp | 31.26%-18.3pp |
| Employer contribution / active EE | $342 | $1,991-82.8% | $4,675-92.7% | $2,728-87.5% |
| Participant deferral / active EE | $1,071 | $2,824-62.1% | $5,630-81.0% | $4,651-77.0% |
| Admin fee / account holder | $136 | $437-68.9% | $15,900-99.1% | $433-68.6% |