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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $26,526 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,162 | $61,166-50.7% | $185,837-83.8% | $79,393-62.0% |
| Participation rate | 17.2% | 66.6%-49.4pp | 81.7%-64.5pp | 70.7%-53.5pp |
| Annual return | 29.61% | 19.45%+10.2pp | 122.08%-92.5pp | 116.87%-87.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,606 | $2,789-42.4% | $5,568-71.2% | $4,046-60.3% |
| Admin fee / account holder | $716 | $710+0.9% | $16,241-95.6% | $627+14.3% |