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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,381 |
ERP RETIREMENT SERVICES1 year Filed as: ERP ACTUARIES & CONSULTANTS Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $70 |
Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,398 | $30,599+45.1% | $74,577-40.5% | $57,658-23.0% |
| Participation rate | 4.6% | 49.1%-44.5pp | 68.1%-63.5pp | 70.2%-65.6pp |
| Annual return | 9.24% | 14.24%-5.0pp | 20.47%-11.2pp | 5.13%+4.1pp |
| Employer contribution / active EE | $164 | $1,000-83.6% | $2,525-93.5% | $1,974-91.7% |
| Participant deferral / active EE | $409 | $1,805-77.3% | $3,458-88.2% | $3,061-86.6% |
| Admin fee / account holder | $347 | $98+253.9% | $4,138-91.6% | $95+267.0% |