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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN STREET · WEST HARTFORD, CT 06107 | Advisory (Plan) | $24,092 |
ACG ASSOCIATES, INC.3+ years Service code 13 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $8,578 |
AQUA TURF CLUB, INC1 year Service code 25 P.O. BOX 23 · PLANTSVILLE, CT 06479 | Directed Trustee | $5,160 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88 |
ACG ASSOCIATES, INC.3+ years Filed as: ACG ASSOCIATES, INC Service code 13 | Contract Administrator | $0 |
Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,049 | $31,388+680.7% | $73,550+233.2% | $62,293+293.4% |
| Participation rate | 33.0% | 39.9%-6.8pp | 54.9%-21.9pp | 69.5%-36.5pp |
| Annual return | 17.66% | 25.34%-7.7pp | -15.16%+32.8pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,104 | $1,028+7.4% | $1,804-38.8% | $3,169-65.2% |
| Admin fee / account holder | $897 | $299+199.7% | $2,320-61.3% | $479+87.2% |