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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,437 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $21,671 |
Service code 14 · EIN 27-0293282 | Plan Administrator | $13,246 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,486,259 | $122,114+2754.9% | $96,139+3526.3% | $101,517+3334.1% |
| Participation rate | 0.0% | 40.2%-40.2pp | 68.4%-68.4pp | 74.6%-74.6pp |
| Annual return | 13.11% | 22.60%-9.5pp | 191.94%-178.8pp | 21.00%-7.9pp |
| Employer contribution / active EE | $14 | $938-98.5% | $2,797-99.5% | $2,973-99.5% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $4,349-100.0% | $4,873-100.0% |
| Admin fee / account holder | $62,688 | $1,652+3693.9% | $5,537+1032.2% | $139+44850.6% |