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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 | $38,626 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,345 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 | Contract Administrator | $7,727 |
CBIZ RETIREMENT PLAN SERVICES5+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,742 | $79,519-71.4% | $95,964-76.3% | $73,412-69.0% |
| Participation rate | 60.8% | 81.2%-20.3pp | 77.1%-16.2pp | 72.2%-11.3pp |
| Annual return | 14.46% | 19.20%-4.7pp | 91.64%-77.2pp | 59.30%-44.8pp |
| Employer contribution / active EE | $730 | $2,048-64.4% | $2,541-71.3% | $2,234-67.3% |
| Participant deferral / active EE | $1,041 | $4,138-74.9% | $4,167-75.0% | $3,806-72.7% |
| Admin fee / account holder | $164 | $184-11.2% | $6,797-97.6% | $158+3.6% |