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, LLC6+ years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $10,887 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $4,311 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,819 |
GCW CAPITAL, LLC1 year Filed as: GCW CAPITAL Service code 27 | Advisory (Plan) | $296 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,823 | $62,132-64.9% | $185,823-88.3% | $73,488-70.3% |
| Participation rate | 63.6% | 67.8%-4.2pp | 78.0%-14.4pp | 70.7%-7.1pp |
| Annual return | 12.51% | 20.44%-7.9pp | 35.95%-23.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $469 | $1,681-72.1% | $4,087-88.5% | $2,270-79.3% |
| Participant deferral / active EE | $1,477 | $3,711-60.2% | $5,632-73.8% | $3,740-60.5% |
| Admin fee / account holder | $133 | $419-68.2% | $9,500-98.6% | $513-74.0% |