Filed November 18, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 15 · EIN 84-0467907 | Recordkeeping | $285,399 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 | Recordkeeping | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
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 | $85,392 | $82,422+3.6% | $67,652+26.2% | $67,505+26.5% |
| Participation rate | 96.6% | 84.2%+12.5pp | 75.7%+21.0pp | 71.2%+25.4pp |
| Annual return | 0.72% | 12.72%-12.0pp | 6625.40%-6624.7pp | 6.52%-5.8pp |
| Employer contribution / active EE | $2,061 | $2,879-28.4% | $2,266-9.0% | $2,173-5.2% |
| Participant deferral / active EE | $4,914 | $5,020-2.1% | $3,560+38.0% | $3,597+36.6% |
| Admin fee / account holder | $109 | $53+105.1% | $4,821-97.7% | $56+94.3% |