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| Provider | Service type | Compensation |
|---|---|---|
MOSAIC FAMILY WEALTH, LLC2 years Filed as: MOSAIC FAMILY WEALTH LLC Service code 27 · EIN 47-3192561 1401 S BRENTWOOD STE 630 · ST LOUIS, MO 63144 | Advisory (Plan) | $9,242 |
Filed as: JCCS, PC Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 590451879 | Contract Administrator | $2,854 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,886 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,414 | $54,573-9.5% | $90,951-45.7% | $73,488-32.8% |
| Participation rate | 51.4% | 61.2%-9.8pp | 69.0%-17.6pp | 70.7%-19.3pp |
| Annual return | 12.97% | 16.69%-3.7pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $775 | $991-21.8% | $2,122-63.5% | $2,270-65.9% |
| Participant deferral / active EE | $1,906 | $2,517-24.3% | $3,373-43.5% | $3,740-49.0% |
| Admin fee / account holder | $76 | $521-85.4% | $5,959-98.7% | $513-85.2% |