Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $400,181 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $15,200 |
CAMMACK LARHETTE ADVISORS5 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $14,205 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,205 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $550 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
FEDERATED3 years Service code 52 · EIN 25-1470423 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $73,154 | $69,238+5.7% | $185,854-60.6% | $101,555-28.0% |
| Participation rate | 85.6% | 73.5%+12.1pp | 81.7%+3.9pp | 74.5%+11.1pp |
| Annual return | 16.01% | 21.26%-5.3pp | 122.12%-106.1pp | 21.00%-5.0pp |
| Employer contribution / active EE | $2,970 | $2,104+41.1% | $5,169-42.5% | $2,972-0.1% |
| Participant deferral / active EE | $3,921 | $3,764+4.2% | $5,569-29.6% | $4,874-19.6% |
| Admin fee / account holder | $77 | $66+16.6% | $16,246-99.5% | $139-44.5% |