Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $29,461 |
CAPFINANCIAL PARTNERS LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $18,844 |
BDG-CPAS1 year Service code 10 · EIN 22-2625944 | Accounting | $15,975 |
OLSHAN FROME WOLOSKY LLP4 years Service code 29 · EIN 13-1978173 | Legal | $10,721 |
Filed as: UBS FINANACIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $7,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.3%-47.3pp |
| Annual return | 20.06% | 9.46%+10.6pp | 239.57%-219.5pp | 12.16%+7.9pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |