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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 | $46,931 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $15,548 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $11,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,517 | $107,440-60.4% | $105,736-59.8% | $55,725-23.7% |
| Participation rate | 39.6% | 55.5%-15.9pp | 76.3%-36.7pp | 70.9%-31.2pp |
| Annual return | -6.57% | -0.59%-6.0pp | 6.27%-12.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $940 | $1,448-35.1% | $3,268-71.2% | $2,078-54.8% |
| Participant deferral / active EE | $1,798 | $2,171-17.2% | $4,080-55.9% | $3,356-46.4% |
| Admin fee / account holder | $165 | $283-41.7% | $6,913-97.6% | $115+43.5% |