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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 | $12,084 |
ASPERIA INC1 year Filed as: ASPERIA, INC. Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $3,862 |
PARK AVENUE SECURITIES LLC2 years Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $501 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,003 | $60,545-95.0% | $92,240-96.7% | $69,631-95.7% |
| Participation rate | 93.7% | 72.2%+21.5pp | 76.5%+17.2pp | 70.7%+23.0pp |
| Annual return | 33.46% | 19.71%+13.7pp | 176.29%-142.8pp | 27571.02%-27537.6pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,939 | $2,828-31.4% | $3,897-50.2% | $3,224-39.8% |
| Admin fee / account holder | $21 | $145-85.6% | $5,194-99.6% | $110-81.1% |