Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $775,565 |
WILLIS TOWERS WATSON US LLC2 years Service code 50 · EIN 53-0181291 | Direct Payment | $101,926 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 50 · EIN 34-2015463 | Direct Payment | $50,000 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $27,589 |
Filed as: TOWER WATSON INVESTMENT SERVICES IN Service code 50 · EIN 52-1868818 | Direct Payment | $22,500 |
ASCENSUS LLC4 years Filed as: ADMIN PARTNERS LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $6,745 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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 | $71,051 | $68,062+4.4% | $185,854-61.8% | $106,520-33.3% |
| Participation rate | 94.5% | 75.2%+19.2pp | 81.7%+12.8pp | 71.3%+23.1pp |
| Annual return | 13.42% | 18.20%-4.8pp | 122.12%-108.7pp | 19.28%-5.9pp |
| Employer contribution / active EE | $3,302 | $1,997+65.4% | $5,169-36.1% | $2,840+16.3% |
| Participant deferral / active EE | $4,511 | $3,990+13.1% | $5,569-19.0% | $4,948-8.8% |
| Admin fee / account holder | $65 | $53+22.5% | $16,246-99.6% | $75-13.3% |