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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $36,861 |
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $36,300 |
BECHER DELLA TORRE GITTO & CO.4+ years Filed as: BECHER, DELLA TORRE, GITTO & CO. Service code 10 · EIN 22-2625944 | Accounting | $15,575 |
OLSHAN FROME WOLOSKY LLP3 years Service code 29 · EIN 13-1978173 | Legal | $9,209 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -8.52% | -4.13%-4.4pp | -2.99%-5.5pp | -82.67%+74.1pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |