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 | $63,660 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,157 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 6 CITYPLACE DR, SUITE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,230 | $73,404-8.4% | $87,100-22.8% | $67,579-0.5% |
| Participation rate | 92.3% | 80.9%+11.4pp | 76.9%+15.4pp | 71.3%+21.0pp |
| Annual return | 20.68% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $945 | $2,014-53.1% | $2,521-62.5% | $2,148-56.0% |
| Participant deferral / active EE | $4,490 | $3,913+14.8% | $4,049+10.9% | $3,539+26.9% |
| Admin fee / account holder | $401 | $142+183.3% | $7,497-94.6% | $142+181.9% |