Filed March 25, 2013
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $9,234 |
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $6,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,934 | $55,453-65.9% | $170,435-88.9% | $62,293-69.6% |
| Participation rate | 70.0% | 66.4%+3.6pp | 83.6%-13.6pp | 69.5%+0.4pp |
| Annual return | 12.30% | 21.38%-9.1pp | 205.94%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $595 | $2,164-72.5% | $5,432-89.0% | $2,042-70.9% |
| Participant deferral / active EE | $1,040 | $2,303-54.8% | $4,939-78.9% | $3,169-67.2% |
| Admin fee / account holder | $111 | $455-75.5% | $13,881-99.2% | $479-76.8% |