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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUNITY Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $21,826 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,239 | $41,377-19.7% | $109,313-69.6% | $62,881-47.1% |
| Participation rate | 65.5% | 57.5%+7.9pp | 71.3%-5.8pp | 69.3%-3.9pp |
| Annual return | 7.83% | 11.05%-3.2pp | 22.07%-14.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $670 | $1,276-47.5% | $3,892-82.8% | $2,281-70.6% |
| Participant deferral / active EE | $2,036 | $2,045-0.5% | $3,166-35.7% | $3,203-36.4% |
| Admin fee / account holder | $390 | $2,884-86.5% | $5,666-93.1% | $4,296-90.9% |