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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $18,295 |
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $14,500 |
LOREN D. STARK COMPANY1 year Service code 51 · EIN 74-1537058 | Investment Mgmt Fees | $4,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,928 | $39,286-62.0% | $80,741-81.5% | $79,393-81.2% |
| Participation rate | 67.7% | 41.0%+26.8pp | 54.2%+13.6pp | 70.7%-3.0pp |
| Annual return | 16.68% | 98.95%-82.3pp | 87.30%-70.6pp | 116.87%-100.2pp |
| Employer contribution / active EE | $1,403 | $594+136.3% | $1,160+21.0% | $2,428-42.2% |
| Participant deferral / active EE | $2,220 | $1,264+75.7% | $2,145+3.5% | $4,046-45.1% |
| Admin fee / account holder | $225 | $647-65.3% | $3,380-93.4% | $627-64.2% |