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| Provider | Service type | Compensation |
|---|---|---|
GCA LAW PARTNERS LLP1+ years Service code 29 · EIN 77-0221508 2570 W EL CAMINO REAL STE 510 · MOUNTAIN VIEW, CA 94040 | Legal | $9,537 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $7,194 |
PENSION TRANSFER ADVISORS, LLC1+ years Service code 13 · EIN 45-3113208 | Contract Administrator | $3,928 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 · EIN 13-2808480 | Other Commissions | $1,952 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,126 | $88,324+31.5% | $115,037+0.9% | $55,191+110.4% |
| Participation rate | 53.2% | 72.5%-19.3pp | 81.4%-28.1pp | 69.2%-15.9pp |
| Annual return | -7.68% | 6.30%-14.0pp | 26.14%-33.8pp | 10.78%-18.5pp |
| Employer contribution / active EE | $730 | $2,805-74.0% | $4,608-84.2% | $1,899-61.6% |
| Participant deferral / active EE | $560 | $5,042-88.9% | $6,026-90.7% | $3,046-81.6% |
| Admin fee / account holder | $40 | $105-62.4% | $8,175-99.5% | $91-56.3% |