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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUNITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,898 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES INC Service code 55 | Other Commissions | $12,030 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $1,206 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $850 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITES INC. Service code 55 130 SPRINGSIDE DR. · ARKON, OH 44333 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $10,671 | $63,114-83.1% | $92,903-88.5% | $65,185-83.6% |
| Participation rate | 74.5% | 68.8%+5.7pp | 76.0%-1.5pp | 70.2%+4.3pp |
| Annual return | 1.27% | 28.75%-27.5pp | 109.43%-108.2pp | 29.38%-28.1pp |
| Employer contribution / active EE | $879 | $2,571-65.8% | $3,653-75.9% | $2,177-59.6% |
| Participant deferral / active EE | $2,246 | $3,108-27.8% | $4,238-47.0% | $3,514-36.1% |
| Admin fee / account holder | $97 | $624-84.5% | $5,795-98.3% | $847-88.6% |