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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GFS WEALTH MANAGEMENT ADVISORS INC Service code 27 2429 N AVE · BRIDGEPORT, CT 06604 | Advisory (Plan) | $24,190 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,981 |
LA WEINER LLC DBA WEINER LLC2 years Service code 10 85 CHESTNUT RIDGE RD STE 114 · MONTVALE, NJ 07645 | Accounting | $6,600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,156 | $49,138+6.1% | $84,021-37.9% | $65,185-20.0% |
| Participation rate | 79.1% | 60.7%+18.4pp | 69.0%+10.1pp | 70.2%+8.9pp |
| Annual return | 16.49% | 23.00%-6.5pp | 71.32%-54.8pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,955 | $2,397+106.7% | $3,239+53.0% | $3,514+41.0% |
| Admin fee / account holder | $343 | $543-36.8% | $6,102-94.4% | $847-59.5% |