Filed February 10, 2016 (most recent of 2 filings on file)
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST RETIREMENT SERVICES Service code 15 · EIN 20-3691658 | Recordkeeping | $69,760 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $43,873 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES Service code 15 · EIN 33-0704072 | Recordkeeping | $30,161 |
VICTORY2+ years Service code 15 · EIN 13-2700161 | Recordkeeping | $27,113 |
NUVEEN2+ years Service code 15 · EIN 31-0942504 | Recordkeeping | $22,035 |
RIDGEWORTH2+ years Filed as: KAYNE Service code 15 · EIN 95-4575414 | Recordkeeping | $2,785 |
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 | $310,853 | $58,726+429.3% | $92,240+237.0% | $62,293+399.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 27.06% | 43.62%-16.6pp | 176.29%-149.2pp | 28.90%-1.8pp |
| Employer contribution / active EE | $14,447 | $2,392+504.0% | $3,680+292.6% | $2,042+607.4% |
| Participant deferral / active EE | $8,280 | $2,766+199.4% | $3,897+112.5% | $3,169+161.3% |
| Admin fee / account holder | $777 | $556+39.6% | $5,194-85.0% | $479+62.0% |