Filed February 10, 2016 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST RETIREMENT SERVICES Service code 15 · EIN 20-3691658 | Recordkeeping | $52,518 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $32,090 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES Service code 15 · EIN 33-0704072 | Recordkeeping | $22,955 |
VICTORY1+ years Service code 15 · EIN 13-2700161 | Recordkeeping | $22,239 |
NUVEEN1+ years Service code 15 · EIN 31-0942504 | Recordkeeping | $14,261 |
RIDGEWORTH1+ years Filed as: KAYNE Service code 15 · EIN 95-4575414 | Recordkeeping | $1,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,815 | $52,884+379.9% | $84,753+199.5% | $55,167+360.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 21.52% | 18.03%+3.5pp | 22.78%-1.3pp | 169.23%-147.7pp |
| Employer contribution / active EE | $13,110 | $2,233+487.0% | $3,574+266.8% | $1,963+568.0% |
| Participant deferral / active EE | $7,687 | $2,644+190.7% | $3,712+107.1% | $3,054+151.7% |
| Admin fee / account holder | $624 | $581+7.4% | $5,333-88.3% | $504+23.8% |