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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $62,889 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $56,558 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 53 · EIN 11-3018002 | Insurance Commissions | $35,615 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $32,114 |
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 | $28,025 | $47,456-40.9% | $172,753-83.8% | $77,775-64.0% |
| Participation rate | 96.9% | 66.3%+30.6pp | 82.6%+14.2pp | 73.2%+23.7pp |
| Annual return | 23.12% | 35.57%-12.5pp | 803.00%-779.9pp | 32.58%-9.5pp |
| Employer contribution / active EE | $1,385 | $1,574-12.0% | $5,144-73.1% | $2,504-44.7% |
| Participant deferral / active EE | $4,043 | $2,560+58.0% | $5,198-22.2% | $3,966+2.0% |
| Admin fee / account holder | $37 | $81-54.7% | $13,956-99.7% | $100-63.4% |