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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 49 · EIN 84-0467907 | Other Services | $18,454 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $5,473 |
THE MICHIGAN PENSION GROUP, INC.5+ years Service code 14 · EIN 38-2781642 | Plan Administrator | $3,418 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $892 |
AMERICAN FUNDS5+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 | Indirect Investment Fees | $0 |
LEGG MASON5+ years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTES MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,901 | $56,540-84.3% | $185,849-95.2% | $86,821-89.7% |
| Participation rate | 38.8% | 65.5%-26.7pp | 81.7%-42.9pp | 72.3%-33.5pp |
| Annual return | 19.21% | 118.20%-99.0pp | 122.10%-102.9pp | 97.94%-78.7pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $743 | $2,555-70.9% | $5,569-86.7% | $4,132-82.0% |
| Admin fee / account holder | $125 | $150-16.7% | $16,244-99.2% | $170-26.5% |