Filed October 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $37,961 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS5 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,251 | $67,512-52.2% | $185,849-82.6% | $93,010-65.3% |
| Participation rate | 94.7% | 67.1%+27.5pp | 81.7%+13.0pp | 73.9%+20.8pp |
| Annual return | 17.95% | 21.04%-3.1pp | 122.10%-104.1pp | 158.70%-140.8pp |
| Employer contribution / active EE | $1,952 | $1,783+9.5% | $5,169-62.2% | $2,705-27.8% |
| Participant deferral / active EE | $5,021 | $3,035+65.4% | $5,569-9.8% | $4,561+10.1% |
| Admin fee / account holder | $23 | $318-92.9% | $16,244-99.9% | $152-85.1% |