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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ASSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $450 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $450 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 15 · EIN 06-1367288 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,942 | $65,083-78.6% | $143,788-90.3% | $66,930-79.2% |
| Participation rate | 34.6% | 65.2%-30.6pp | 80.3%-45.7pp | 69.8%-35.2pp |
| Annual return | 1.01% | -11.13%+12.1pp | -0.03%+1.0pp | 1.57%-0.6pp |
| Employer contribution / active EE | $519 | $2,361-78.0% | $4,952-89.5% | $2,545-79.6% |
| Participant deferral / active EE | $535 | $2,920-81.7% | $5,638-90.5% | $4,238-87.4% |
| Admin fee / account holder | $22 | $502-95.5% | $14,675-99.8% | $593-96.2% |