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| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS1 year Service code 27 1800 WALT WHITMAN RD · MELVILLE, NY 11747 | Advisory (Plan) | $2,165 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,303 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $14,707 | $71,666-79.5% | $117,861-87.5% | $69,631-78.9% |
| Participation rate | 3.4% | 77.5%-74.2pp | 79.7%-76.3pp | 70.7%-67.3pp |
| Annual return | 18.18% | 18.86%-0.7pp | 335.11%-316.9pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $145 | $3,340-95.7% | $4,482-96.8% | $3,224-95.5% |
| Admin fee / account holder | $33 | $120-72.8% | $8,021-99.6% | $110-70.3% |