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| Provider | Service type | Compensation |
|---|---|---|
WBG ADVISORS LLC1+ years Service code 27 7 PHEASANT LANE · WESTPORT, CT 068801709 | Advisory (Plan) | $5,536 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,803 | $44,734-53.5% | $99,475-79.1% | $67,579-69.2% |
| Participation rate | 31.1% | 66.2%-35.1pp | 73.8%-42.8pp | 71.3%-40.2pp |
| Annual return | 0.00% | 32.45%-32.4pp | 30.72%-30.7pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,382 | $2,731-12.8% | $3,619-34.2% | $3,539-32.7% |
| Admin fee / account holder | $42 | $120-65.1% | $6,252-99.3% | $142-70.6% |