Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,869,990 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W. MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $100,002 |
WESTCOM1 year Service code 49 308 SOUTH NEW JERSEY ST · INDIANAPOLIS, IN 46204 | Other Services | $33,552 |
KATZ, SAPPER & MILLER4 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $21,250 |
MERCER4 years Filed as: MERCER (US) INC DBA MERCHER HEALTH Service code 15 AND BENEFITS LLC · NEW YORK, NY 10036 | Recordkeeping | $4,584 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,474 | $68,062+21.2% | $185,854-55.6% | $106,520-22.6% |
| Participation rate | 73.7% | 75.2%-1.6pp | 81.7%-8.0pp | 71.3%+2.3pp |
| Annual return | 14.05% | 18.20%-4.2pp | 122.12%-108.1pp | 19.28%-5.2pp |
| Employer contribution / active EE | $3,117 | $1,997+56.0% | $5,169-39.7% | $2,840+9.7% |
| Participant deferral / active EE | $4,681 | $3,990+17.3% | $5,569-15.9% | $4,948-5.4% |
| Admin fee / account holder | $127 | $53+141.1% | $16,246-99.2% | $75+70.7% |