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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-3188744 | Advisory (Plan) | $42,555 |
BERKOWITZ POLLACK BRANT1 year Filed as: BERKOWITZ, POLLACK, BRANT Service code 17 · EIN 59-2742314 | Pension Consulting | $37,375 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $9,850 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $957 |
GWL&A2+ years Filed as: GWL&A INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,109 | $168,231-64.3% | $67,834-11.4% | $63,975-6.0% |
| Participation rate | 57.5% | 66.8%-9.3pp | 68.8%-11.3pp | 71.1%-13.6pp |
| Annual return | 6.97% | 11.76%-4.8pp | 138.47%-131.5pp | 48.65%-41.7pp |
| Employer contribution / active EE | $2,191 | $1,907+14.9% | $2,403-8.8% | $2,182+0.4% |
| Participant deferral / active EE | $3,547 | $2,827+25.5% | $3,160+12.3% | $3,356+5.7% |
| Admin fee / account holder | $43 | $81-46.5% | $4,622-99.1% | $70-38.8% |