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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 | $48,665 |
PARK AVENUE SECURITIES LLC3 years Service code 55 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Other Commissions | $9,156 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $462 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $3,414 | $25,302-86.5% | $74,722-95.4% | $67,579-94.9% |
| Participation rate | 80.4% | 37.8%+42.6pp | 54.5%+26.0pp | 71.3%+9.2pp |
| Annual return | 13.68% | 10291.17%-10277.5pp | 753.11%-739.4pp | 378.56%-364.9pp |
| Employer contribution / active EE | $755 | $446+69.0% | $1,084-30.4% | $2,148-64.9% |
| Participant deferral / active EE | $1,190 | $954+24.8% | $1,963-39.4% | $3,539-66.4% |
| Admin fee / account holder | $75 | $108-30.3% | $3,335-97.8% | $142-47.3% |