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| Provider | Service type | Compensation |
|---|---|---|
FELDMAN BENEFIT SERVICES, INC.2+ years Service code 13 871 MOUNTAIN AVENUE · SPRINGFIELD, NJ 07081 | Contract Administrator | $7,174 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,937 | $36,916-16.2% | $156,551-80.2% | $57,658-46.3% |
| Participation rate | 32.8% | 63.4%-30.6pp | 84.0%-51.2pp | 70.2%-37.4pp |
| Annual return | 8.23% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $215 | $1,571-86.3% | $5,501-96.1% | $1,974-89.1% |
| Participant deferral / active EE | $1,978 | $1,926+2.7% | $4,871-59.4% | $3,061-35.4% |
| Admin fee / account holder | $26 | $82-68.9% | $13,028-99.8% | $95-72.9% |