Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $142,956 |
WESTWOOD TRUST1+ years Service code 51 · EIN 75-2712493 | Investment Mgmt Fees | $41,066 |
COMMERCE BANK1+ years Filed as: COMMERCE TRUST COMPANY Service code 49 · EIN 43-1795601 | Other Services | $25,950 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $2,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.29% | 4.01%-6.3pp | -2.01%-0.3pp | 1.67%-4.0pp |
| Employer contribution / active EE | $8,927 | $6,352+40.5% | $34,453-74.1% | $10,506-15.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |