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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 | $12,325 |
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 | $101,305 | $65,322+55.1% | $70,476+43.7% | $73,493+37.8% |
| Participation rate | 50.0% | 77.0%-27.0pp | 75.1%-25.1pp | 70.7%-20.7pp |
| Annual return | 12.04% | 15.71%-3.7pp | 109.12%-97.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $9 | $2,460-99.6% | $2,738-99.7% | $2,270-99.6% |
| Participant deferral / active EE | $2,069 | $3,375-38.7% | $3,710-44.2% | $3,740-44.7% |
| Admin fee / account holder | $193 | $214-10.0% | $3,847-95.0% | $513-62.5% |