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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,855 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 315 DEADERICK ST. 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $12,994 |
DUNBAR, BENDER & ZAPF, INC.2+ years Filed as: DUNBAR, BENDER, & ZAPF Service code 13 · EIN 25-1650062 437 GRANT ST. · PITTSBURGH, PA 15219 | Contract Administrator | $2,400 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 13 | Contract Administrator | $1,192 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAC · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,038 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,792 | $60,349-53.9% | $74,184-62.5% | $62,881-55.8% |
| Participation rate | 79.1% | 72.7%+6.4pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 14.93% | 21.38%-6.4pp | 17.74%-2.8pp | 20.14%-5.2pp |
| Employer contribution / active EE | $2,024 | $1,680+20.5% | $2,370-14.6% | $2,281-11.3% |
| Participant deferral / active EE | $10,381 | $2,856+263.5% | $3,550+192.5% | $3,203+224.1% |
| Admin fee / account holder | $152 | $4,261-96.4% | $5,586-97.3% | $4,296-96.5% |