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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 | $4,805 |
WBG ADVISORS LLC1 year Service code 27 7 PHEASANT LANE · WESTPORT, CT 068801709 | Advisory (Plan) | $2,090 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $250 |
ADO BROKER-DEALER1 year Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER2+ years Service code 99 | Other Fees | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,220 | $52,467-80.5% | $57,196-82.1% | $55,167-81.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 75.3%+21.6pp | 69.0%+28.0pp |
| Annual return | 12.92% | 7.72%+5.2pp | 14.59%-1.7pp | 169.23%-156.3pp |
| Employer contribution / active EE | $1,362 | $2,477-45.0% | $2,683-49.2% | $1,963-30.6% |
| Participant deferral / active EE | $2,457 | $2,830-13.2% | $3,096-20.6% | $3,054-19.6% |
| Admin fee / account holder | $28 | $269-89.7% | $3,141-99.1% | $504-94.5% |