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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOSAIC FAMILY WEALTH LLC Service code 27 · EIN 47-3192561 1401 S BRENTWOOD STE 630 · ST LOUIS, MO 63144 | Advisory (Plan) | $8,661 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,281 |
Filed as: JCCS, PC Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 590451879 | Contract Administrator | $450 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,559 | $49,138-3.2% | $84,021-43.4% | $65,185-27.0% |
| Participation rate | 56.3% | 60.7%-4.5pp | 69.0%-12.8pp | 70.2%-14.0pp |
| Annual return | 21.11% | 23.00%-1.9pp | 71.32%-50.2pp | 29.38%-8.3pp |
| Employer contribution / active EE | $940 | $914+2.9% | $1,984-52.6% | $2,177-56.8% |
| Participant deferral / active EE | $2,036 | $2,397-15.1% | $3,239-37.2% | $3,514-42.1% |
| Admin fee / account holder | $46 | $543-91.5% | $6,102-99.2% | $847-94.6% |