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| Provider | Service type | Compensation |
|---|---|---|
METTA WEALTH MANAGEMENT, LLC1+ years Filed as: METTA WEALTH MANAGEMENT LLC Service code 27 PO BOX 141898 · CORAL GABLES, FL 33114 | Advisory (Plan) | $31,049 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,592 |
GARCIA HAMILTON & ASSOCIATES1+ years Filed as: GARCIA FIGUEROA & CO PAC Service code 99 C GOERGETTI #74 · SAN JUAN, PR 00925 | Other Fees | $8,022 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: FA&A EMPLOYEE BENEFITS CONSULTING C Service code 13 | Contract Administrator | $7,762 |
Filed as: A&A EMPLOYEE BENEFITS CONSULTING CO Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,505 | $72,177-42.5% | $115,038-63.9% | $59,633-30.4% |
| Participation rate | 93.0% | 72.6%+20.5pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | -0.63% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $138 | $2,841-95.1% | $4,608-97.0% | $2,203-93.7% |
| Participant deferral / active EE | $2,415 | $4,783-49.5% | $6,026-59.9% | $3,192-24.3% |
| Admin fee / account holder | $395 | $4,927-92.0% | $8,175-95.2% | $4,297-90.8% |