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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GFS WEALTH MANAGEMENT ADVISORS INC Service code 27 2 ENTERPRISE DR STE 305 · SHELTON, CT 06484 | Advisory (Plan) | $26,209 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,439 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,725 | $54,573+5.8% | $90,970-36.5% | $73,493-21.5% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.0%+15.5pp | 70.7%+13.9pp |
| Annual return | 10.64% | 16.69%-6.0pp | 134.58%-123.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,695 | $2,517+126.3% | $3,373+68.8% | $3,740+52.3% |
| Admin fee / account holder | $375 | $521-28.2% | $5,960-93.7% | $513-27.0% |