Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY LIFE INS. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $5,474 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
HARRIS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,526 | $61,166+7.1% | $185,849-64.7% | $79,391-17.5% |
| Participation rate | 59.8% | 66.6%-6.8pp | 81.7%-21.9pp | 70.7%-10.9pp |
| Annual return | 12.41% | 19.45%-7.0pp | 122.10%-109.7pp | 116.88%-104.5pp |
| Employer contribution / active EE | $1,124 | $2,321-51.6% | $5,169-78.3% | $2,428-53.7% |
| Participant deferral / active EE | $2,725 | $2,789-2.3% | $5,569-51.1% | $4,046-32.6% |
| Admin fee / account holder | $23 | $710-96.8% | $16,244-99.9% | $627-96.3% |