Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FELDMAN BENEFIT SERVICES, INC.1+ years Service code 13 871 MOUNTAIN AVENUE · SPRINGFIELD, NJ 07081 | Contract Administrator | $7,761 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,188 |
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).
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 | $30,614 | $37,117-17.5% | $147,618-79.3% | $55,191-44.5% |
| Participation rate | 27.2% | 63.6%-36.4pp | 84.6%-57.4pp | 69.2%-41.9pp |
| Annual return | -1.91% | 3.44%-5.4pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $323 | $1,620-80.1% | $5,565-94.2% | $1,899-83.0% |
| Participant deferral / active EE | $1,656 | $1,985-16.6% | $4,895-66.2% | $3,046-45.6% |
| Admin fee / account holder | $54 | $86-36.7% | $11,612-99.5% | $91-40.3% |