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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN STREET · WEST HARTFORD, CT 06107 | Advisory (Plan) | $25,646 |
BUDWITZ & MEYERJACK PC1 year Service code 10 1122 HIGHLAND AVENUE · CHESHIRE, CT 06410 | Accounting | $8,410 |
ACG ASSOCIATES, INC.4+ years Service code 13 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $7,230 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $144 |
ACG ASSOCIATES, INC.4+ years Filed as: ACG ASSOCIATES, INC Service code 13 | Contract Administrator | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $214,626 | $28,109+663.6% | $71,086+201.9% | $56,287+281.3% |
| Participation rate | 34.6% | 40.4%-5.8pp | 54.7%-20.1pp | 69.9%-35.3pp |
| Annual return | -5.52% | -615.05%+609.5pp | 650.59%-656.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,086 | $1,116-2.6% | $1,874-42.0% | $3,350-67.6% |
| Admin fee / account holder | $966 | $585+65.2% | $3,082-68.7% | $521+85.4% |