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| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS5 years Service code 27 1800 WALT WHITMAN RD · MELVILLE, NY 11747 | Advisory (Plan) | $10,001 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,175 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,187 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,993 | $91,746-81.5% | $146,665-88.4% | $93,030-81.7% |
| Participation rate | 6.8% | 80.9%-74.1pp | 80.1%-73.3pp | 73.9%-67.1pp |
| Annual return | 14.37% | 18.28%-3.9pp | 22.74%-8.4pp | 158.70%-144.3pp |
| Employer contribution / active EE | $0 | $2,815-100.0% | $4,136-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $296 | $4,589-93.6% | $5,506-94.6% | $4,562-93.5% |
| Admin fee / account holder | $77 | $101-23.9% | $10,280-99.3% | $152-49.3% |