Filed December 10, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 | Contract Administrator | $73,000 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,156 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1899003 | Indirect Investment Fees | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | -3.17% | 11.70%-14.9pp | 7.32%-10.5pp | 18.35%-21.5pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |