Filed January 23, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
GCW CAPITAL, LLC5+ years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $10,366 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $5,127 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,388 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,775 | $56,972-63.5% | $182,532-88.6% | $65,185-68.1% |
| Participation rate | 61.2% | 66.5%-5.4pp | 78.0%-16.8pp | 70.2%-9.0pp |
| Annual return | 19.68% | 27.67%-8.0pp | 148.54%-128.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $449 | $1,615-72.2% | $4,076-89.0% | $2,177-79.4% |
| Participant deferral / active EE | $1,500 | $3,526-57.4% | $5,524-72.8% | $3,514-57.3% |
| Admin fee / account holder | $142 | $528-73.0% | $8,592-98.3% | $847-83.2% |