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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL INSURANCE CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $40,349 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,806 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 6311 ATRIUM DR · LAKEWOOD RANCH, FL 34211 | Advisory (Plan) | $8,359 |
PENSION ASSURANCE LLP8+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $3,285 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,680 | $51,223-61.6% | $82,763-76.2% | $66,949-70.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.43% | -9.85%-5.6pp | 702.45%-717.9pp | 1.57%-17.0pp |
| Employer contribution / active EE | $3,360 | $2,611+28.7% | $3,008+11.7% | $2,545+32.0% |
| Participant deferral / active EE | $730 | $3,460-78.9% | $4,395-83.4% | $4,239-82.8% |
| Admin fee / account holder | $230 | $415-44.8% | $5,325-95.7% | $594-61.3% |