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 | $11,786 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK NA Service code 52 | Indirect Investment Fees | $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.
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 | $15,542 | $31,810-51.1% | $64,101-75.8% | $59,188-73.7% |
| Participation rate | 37.9% | 57.7%-19.8pp | 68.2%-30.3pp | 69.4%-31.6pp |
| Annual return | -0.22% | 9.41%-9.6pp | 791.27%-791.5pp | 5.51%-5.7pp |
| Employer contribution / active EE | $195 | $659-70.5% | $1,820-89.3% | $2,098-90.7% |
| Participant deferral / active EE | $436 | $1,582-72.5% | $2,822-84.6% | $3,265-86.7% |
| Admin fee / account holder | $23 | $57-60.4% | $4,499-99.5% | $92-75.5% |