Filed October 23, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,830 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 13 6 RHOADS DRIVE STE 7 · UTICA, NY 13502 | Contract Administrator | $8,020 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,726 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,561 |
Filed as: GWFS EQUITIES INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,513 | $65,453-21.3% | $86,691-40.6% | $66,930-23.0% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -17.03% | -10.89%-6.1pp | 35.94%-53.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,967 | $2,154-8.7% | $2,837-30.7% | $2,545-22.7% |
| Participant deferral / active EE | $3,457 | $4,102-15.7% | $4,656-25.7% | $4,238-18.4% |
| Admin fee / account holder | $274 | $642-57.3% | $7,492-96.3% | $593-53.9% |