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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-1447816 | Contract Administrator | $20,652 |
MASSACHUSSETTS MUTUAL LIFE INSURANC6 years Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $2,057 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,997 | $82,664-8.1% | $125,339-39.4% | $68,494+11.0% |
| Participation rate | 67.2% | 75.0%-7.9pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -17.09% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,504 | $3,381-25.9% | $4,814-48.0% | $2,596-3.6% |
| Participant deferral / active EE | $7,720 | $6,110+26.3% | $7,446+3.7% | $4,027+91.7% |
| Admin fee / account holder | $103 | $6,275-98.4% | $10,010-99.0% | $5,403-98.1% |