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| Provider | Service type | Compensation |
|---|---|---|
GCA LAW PARTNERS LLP2+ years Service code 29 · EIN 77-0221508 2570 W EL CAMINO REAL STE 510 · MOUNTAIN VIEW, CA 94040 | Legal | $11,585 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $6,398 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 · EIN 13-2808480 | Other Commissions | $2,366 |
PENSION TRANSFER ADVISORS, LLC2+ years Service code 13 · EIN 45-3113208 | Contract Administrator | $1,300 |
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.
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 | $125,243 | $80,177+56.2% | $123,894+1.1% | $57,658+117.2% |
| Participation rate | 56.6% | 74.4%-17.9pp | 81.4%-24.8pp | 70.2%-13.7pp |
| Annual return | 8.91% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $818 | $2,913-71.9% | $4,617-82.3% | $1,974-58.5% |
| Participant deferral / active EE | $583 | $5,130-88.6% | $5,984-90.3% | $3,061-80.9% |
| Admin fee / account holder | $52 | $106-50.8% | $8,357-99.4% | $95-44.7% |