Filed December 19, 2011
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,795 |
Service code 55 | Other Commissions | $19,065 |
Filed as: DELAWARE VALLEY RETIREMENT INC. Service code 13 21 CHESTER PIKEQ · WEST CHESTER, PA 19078 | Contract Administrator | $13,182 |
Filed as: KESTRA INVESTMENTS SERVICES, LLC Service code 55 5707 SW PARKWAY · AUSTIN, TX 78735 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,046 | $37,196-51.5% | $154,107-88.3% | $55,725-67.6% |
| Participation rate | 75.5% | 64.1%+11.4pp | 83.0%-7.6pp | 70.9%+4.6pp |
| Annual return | -3.96% | 1319.68%-1323.6pp | 735.12%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $642 | $1,614-60.2% | $5,298-87.9% | $2,078-69.1% |
| Participant deferral / active EE | $831 | $2,068-59.8% | $5,081-83.7% | $3,356-75.2% |
| Admin fee / account holder | $105 | $102+3.1% | $13,411-99.2% | $115-9.1% |