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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERICES, LLC Service code 70 1295 STATE STREET · SPRINGFIELD, MA 01111 | Consulting Fees | $10,875 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,662 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,397 | $52,467+131.4% | $57,196+112.2% | $55,167+120.1% |
| Participation rate | 35.0% | 75.8%-40.9pp | 75.3%-40.4pp | 69.0%-34.0pp |
| Annual return | 7.05% | 7.72%-0.7pp | 14.59%-7.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,595 | $2,830-43.7% | $3,096-48.5% | $3,054-47.8% |
| Admin fee / account holder | $99 | $269-63.1% | $3,141-96.8% | $504-80.3% |