Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $86,884 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 16 · EIN 20-8874282 | Consulting | $30,000 |
HUGHES PITTMAN & GUPTON, LLP6 years Service code 10 · EIN 56-1415202 | Accounting | $15,437 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
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 | $103,389 | $120,450-14.2% | $159,495-35.2% | $93,010+11.2% |
| Participation rate | 93.8% | 78.0%+15.9pp | 82.8%+11.0pp | 73.9%+19.9pp |
| Annual return | 16.01% | 27.11%-11.1pp | 263.72%-247.7pp | 158.70%-142.7pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,197 | $7,283-1.2% | $7,354-2.1% | $4,561+57.8% |
| Admin fee / account holder | $73 | $137-46.3% | $10,804-99.3% | $152-51.6% |