Filed February 13, 2018 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,378,029 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 500 W. MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $73,681 |
WESTCOMM3 years Service code 49 308 SOUTH NEW JERSEY ST · INDIANAPOLIS, IN 46204 | Other Services | $54,475 |
KATZ, SAPPER & MILLER2 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $16,500 |
MERCER2 years Filed as: MERCER (US) INC DBA MERCHER HEALTH Service code 15 AND BENEFITS LLC · NEW YORK, NY 10036 | Recordkeeping | $13,750 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVE · OMAHA, NC 68154 | Securities brokerage | $2,550 |
TD AMERITRADE, INC.5+ years Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,504 | $58,202+16.0% | $172,739-60.9% | $89,569-24.6% |
| Participation rate | 73.4% | 72.8%+0.5pp | 82.6%-9.3pp | 69.6%+3.8pp |
| Annual return | 23.29% | 61.59%-38.3pp | 802.84%-779.5pp | 34.56%-11.3pp |
| Employer contribution / active EE | $2,788 | $1,759+58.5% | $5,143-45.8% | $2,584+7.9% |
| Participant deferral / active EE | $4,043 | $3,335+21.3% | $5,198-22.2% | $4,220-4.2% |
| Admin fee / account holder | $110 | $53+109.5% | $13,954-99.2% | $72+53.7% |