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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,445 |
Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $4,236 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $143 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $1,778 | $28,416-93.7% | $73,550-97.6% | $69,631-97.4% |
| Participation rate | 94.7% | 38.3%+56.4pp | 54.9%+39.8pp | 70.7%+24.1pp |
| Annual return | 20.46% | -694.13%+714.6pp | -15.16%+35.6pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $202 | $430-53.1% | $1,219-83.5% | $2,032-90.1% |
| Participant deferral / active EE | $648 | $897-27.8% | $1,804-64.1% | $3,224-79.9% |
| Admin fee / account holder | $19 | $104-82.0% | $2,320-99.2% | $110-83.0% |