Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCGARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $737,392 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $533,716 |
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) | $72,341 |
WESTCOMM2 years Service code 49 308 SOUTH NEW JERSEY ST · INDIANAPOLIS, IN 46204 | Other Services | $48,675 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $16,000 |
MERCER1 year Filed as: MERCER (US) INC DBA MERCHER HEALTH Service code 15 AND BENEFITS LLC · NEW YORK, NY 10036 | Recordkeeping | $5,728 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,130 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,630 | $46,969+16.3% | $154,110-64.6% | $73,367-25.5% |
| Participation rate | 74.2% | 72.4%+1.8pp | 83.0%-8.9pp | 69.5%+4.7pp |
| Annual return | -5.59% | 821.68%-827.3pp | 735.22%-740.8pp | 173.45%-179.0pp |
| Employer contribution / active EE | $2,397 | $1,723+39.1% | $5,298-54.8% | $2,499-4.1% |
| Participant deferral / active EE | $3,654 | $3,162+15.5% | $5,081-28.1% | $4,033-9.4% |
| Admin fee / account holder | $105 | $47+125.2% | $13,412-99.2% | $68+53.4% |