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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,420 |
NPF1 year Filed as: NPF RETIRETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,250 |
Filed as: MASSACHUSETTES MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $21,315 |
Employer 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).
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 | $9,585 | $37,418-74.4% | $77,100-87.6% | $77,906-87.7% |
| Participation rate | 86.9% | 46.9%+40.0pp | 67.9%+19.0pp | 73.7%+13.2pp |
| Annual return | -14.60% | -7.13%-7.5pp | 42.35%-57.0pp | 12.16%-26.8pp |
| Employer contribution / active EE | $12 | $1,200-99.0% | $2,815-99.6% | $2,846-99.6% |
| Participant deferral / active EE | $1,880 | $2,572-26.9% | $4,430-57.5% | $4,805-60.9% |
| Admin fee / account holder | $24 | $126-80.9% | $5,443-99.6% | $133-81.8% |