Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,981 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $15,000 |
PRIORITY PRESS INC1 year Service code 49 4026 W 10TH ST · INDIANAPOLIS, IN 46222 | Other Services | $13,119 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 500 W. MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $7,928 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 | Contract Administrator | $5,727 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $2,000 |
Filed as: DOUGLAS SUPPORT SERVICES, LLC Service code 16 7389 EDGEWATER DRIVE · INDIANAPOLIS, IN 46240 | Consulting | $1,809 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $456 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $350 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,559 | $180,461-47.0% | $154,110-38.0% | $135,381-29.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -3.74% | 888.23%-892.0pp | 735.22%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $162 | $16,146-99.0% | $13,412-98.8% | $10,828-98.5% |