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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATWEST LIFE&ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,932 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 315 DEADERICK STREET 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $26,800 |
SAN DIEGO PENSION CONSULTANTS4+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $10,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,157 | $73,102-20.4% | $123,549-52.9% | $56,287+3.3% |
| Participation rate | 68.2% | 74.3%-6.1pp | 82.3%-14.1pp | 69.9%-1.7pp |
| Annual return | -5.85% | 3.01%-8.9pp | 119.20%-125.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,024 | $2,977-65.6% | $4,628-77.9% | $2,111-51.5% |
| Participant deferral / active EE | $3,274 | $5,423-39.6% | $6,426-49.1% | $3,350-2.3% |
| Admin fee / account holder | $301 | $554-45.7% | $9,284-96.8% | $521-42.2% |