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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,746 |
Filed as: MML INVESTORS SERVICES, LLC Service code 70 1295 STATE STREET · SPRINGFIELD, MA 01111 | Consulting Fees | $0 |
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.
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 | $116,169 | $55,002+111.2% | $59,887+94.0% | $56,287+106.4% |
| Participation rate | 33.3% | 75.9%-42.6pp | 74.7%-41.4pp | 69.9%-36.5pp |
| Annual return | 10.36% | 1.13%+9.2pp | 3.46%+6.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,557 | $3,121-50.1% | $3,402-54.2% | $3,350-53.5% |
| Admin fee / account holder | $234 | $236-0.5% | $3,591-93.5% | $521-55.0% |