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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,577 |
VALMARK ADVISERS INC5+ years Filed as: VALMARK SECURITIES Service code 55 130 SPRINGSIDE DR. 300 · AKRON, OH 44333 | Other Commissions | $25,460 |
T. E. LOTT AND COMPANY5+ years Filed as: T. E. LOTT AND COMAPNY Service code 13 | Contract Administrator | $5,187 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $938 |
T. E. LOTT AND COMPANY5+ years Filed as: T. E. LOTT & COMPANY Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $475 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,488 | $65,376-53.4% | $87,102-65.0% | $65,185-53.2% |
| Participation rate | 85.0% | 75.3%+9.7pp | 76.9%+8.1pp | 70.2%+14.8pp |
| Annual return | 20.31% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,150 | $1,822-36.9% | $2,521-54.4% | $2,177-47.2% |
| Participant deferral / active EE | $3,076 | $3,388-9.2% | $4,048-24.0% | $3,514-12.5% |
| Admin fee / account holder | $262 | $520-49.6% | $7,491-96.5% | $847-69.1% |