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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 8515 ESAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,036 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 · EIN 13-2638166 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $12,220 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 13 | Contract Administrator | $2,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,948 | $89,367-21.7% | $141,191-50.5% | $72,975-4.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.33% | 111.87%-91.5pp | 71.41%-51.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $354 | $3,115-88.6% | $4,736-92.5% | $2,440-85.5% |
| Participant deferral / active EE | $3,242 | $5,419-40.2% | $6,710-51.7% | $3,608-10.1% |
| Admin fee / account holder | $171 | $5,957-97.1% | $10,264-98.3% | $5,124-96.7% |