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| Provider | Service type | Compensation |
|---|---|---|
GCA LAW PARTNERS LLP3+ years Service code 29 · EIN 77-0221508 2570 W EL CAMINO REAL STE 510 · MOUNTAIN VIEW, CA 94040 | Legal | $6,603 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $6,256 |
PENSION TRANSFER ADVISORS, LLC3+ years Service code 13 · EIN 45-3113208 | Contract Administrator | $3,427 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 · EIN 13-2808480 | Other Commissions | $2,728 |
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 | $140,363 | $155,795-9.9% | $136,297+3.0% | $69,631+101.6% |
| Participation rate | 53.4% | 75.2%-21.9pp | 81.9%-28.5pp | 70.7%-17.3pp |
| Annual return | 0.46% | 232464.33%-232463.9pp | 5156.19%-5155.7pp | 27571.02%-27570.6pp |
| Employer contribution / active EE | $860 | $2,991-71.2% | $4,696-81.7% | $2,032-57.7% |
| Participant deferral / active EE | $610 | $5,394-88.7% | $6,247-90.2% | $3,224-81.1% |
| Admin fee / account holder | $43 | $128-66.4% | $9,244-99.5% | $110-61.0% |