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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,225 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,500 |
BDG-CPAS3 years Service code 10 · EIN 22-2625944 | Accounting | $16,700 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 8.69% | 9.62%-0.9pp | 9.74%-1.0pp | 9.30%-0.6pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |