Filed September 10, 2019
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,074 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $33,589 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 6 CITYPLACE DR, SUITE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,264 | $60,165-9.8% | $74,184-26.9% | $55,167-1.6% |
| Participation rate | 99.1% | 74.2%+25.0pp | 76.6%+22.5pp | 69.0%+30.2pp |
| Annual return | 5.30% | 10.00%-4.7pp | 17.74%-12.4pp | 169.23%-163.9pp |
| Employer contribution / active EE | $575 | $1,600-64.1% | $2,370-75.7% | $1,963-70.7% |
| Participant deferral / active EE | $3,649 | $2,973+22.8% | $3,550+2.8% | $3,054+19.5% |
| Admin fee / account holder | $353 | $419-15.8% | $5,586-93.7% | $504-29.9% |