Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $32,624 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,614 | $70,418+41.5% | $96,570+3.2% | $85,847+16.0% |
| Participation rate | 45.9% | 61.8%-15.9pp | 69.8%-23.9pp | 69.3%-23.4pp |
| Annual return | 9.81% | 18.59%-8.8pp | 37.79%-28.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $746 | $1,413-47.2% | $2,357-68.4% | $2,565-70.9% |
| Participant deferral / active EE | $1,520 | $2,894-47.5% | $3,849-60.5% | $3,952-61.5% |
| Admin fee / account holder | $857 | $4,995-82.8% | $6,182-86.1% | $6,261-86.3% |