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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 771115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $19,700 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,491 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,386 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,397 | $53,925-73.3% | $75,501-80.9% | $69,631-79.3% |
| Participation rate | 65.8% | 71.2%-5.4pp | 72.4%-6.5pp | 70.7%-4.9pp |
| Annual return | 13.47% | 17.84%-4.4pp | 27.35%-13.9pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $492 | $1,802-72.7% | $2,352-79.1% | $2,032-75.8% |
| Participant deferral / active EE | $873 | $2,569-66.0% | $3,142-72.2% | $3,224-72.9% |
| Admin fee / account holder | $94 | $97-3.3% | $5,801-98.4% | $110-15.0% |