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 | $248,289 |
Service code 15 | Recordkeeping | $0 |
JPMORGAN INVEST HOLDINGS LLC2+ 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 | $90,823 | $88,581+2.5% | $74,184+22.4% | $65,292+39.1% |
| Participation rate | 94.7% | 86.2%+8.5pp | 76.6%+18.1pp | 72.4%+22.3pp |
| Annual return | 9.21% | 11.72%-2.5pp | 17.74%-8.5pp | 11.84%-2.6pp |
| Employer contribution / active EE | $2,065 | $3,021-31.6% | $2,370-12.9% | $2,302-10.3% |
| Participant deferral / active EE | $4,870 | $4,898-0.6% | $3,550+37.2% | $3,579+36.1% |
| Admin fee / account holder | $101 | $60+69.3% | $5,586-98.2% | $57+76.5% |