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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 15 · EIN 31-1214674 | Recordkeeping | $8,000 |
Filed as: GREAT-WEST TRUST COMPANY Service code 21 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $3,296 |
PNC BANK, N.A.1 year Filed as: PNC SECURITIES Service code 21 · EIN 22-1146430 | Bank Trustee | $1,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,108 | $198,457-98.9% | $170,435-98.8% | $147,586-98.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.49% | 257.30%-246.8pp | 205.94%-195.4pp | 578.59%-568.1pp |
| Employer contribution / active EE | $820 | $6,183-86.7% | $5,432-84.9% | $4,876-83.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $191 | $16,852-98.9% | $13,881-98.6% | $10,886-98.2% |