Filed January 23, 2017 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,438,072 |
EMCO/FGS LLC1+ years Filed as: FGS Service code 36 · EIN 86-1064873 | Copying and duplicating; Direct payme... | $27,920 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-3379014 | Direct payment from the plan; Securit... | $7,172 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK NA Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,045 | $36,004-49.9% | $64,101-71.8% | $69,651-74.1% |
| Participation rate | 80.7% | 47.3%+33.5pp | 68.2%+12.5pp | 66.6%+14.1pp |
| Annual return | -0.35% | 4.26%-4.6pp | 791.27%-791.6pp | 53.77%-54.1pp |
| Employer contribution / active EE | $506 | $617-18.0% | $1,820-72.2% | $2,241-77.4% |
| Participant deferral / active EE | $1,224 | $1,166+4.9% | $2,822-56.6% | $3,635-66.3% |
| Admin fee / account holder | $17 | $49-65.9% | $4,499-99.6% | $63-73.6% |