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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,839 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $24,177 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 | Contract Administrator | $9,670 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERV INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,775 | $73,404-73.1% | $87,104-77.3% | $67,579-70.7% |
| Participation rate | 69.9% | 80.9%-10.9pp | 76.9%-6.9pp | 71.3%-1.3pp |
| Annual return | 21.77% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $763 | $2,014-62.1% | $2,521-69.7% | $2,148-64.5% |
| Participant deferral / active EE | $1,281 | $3,913-67.3% | $4,048-68.4% | $3,539-63.8% |
| Admin fee / account holder | $151 | $142+6.3% | $7,491-98.0% | $142+5.8% |