Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 | Contract Administrator | $615,318 |
FIDUCIARYFIRST LLC5 years Service code 27 · EIN 20-5582309 | Advisory (Plan) | $136,563 |
MERCER7+ years Service code 50 · EIN 13-2834414 | Direct Payment | $105,000 |
ENNIS, PELLUM & ASSOCIATES2 years Filed as: ENNIS PELLUM & ASSOCIATES CPA Service code 50 · EIN 59-1843700 | Direct Payment | $16,250 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0509143 | Advisory (Plan) | $1,400 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
HARRIS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 10.61% | 11.91%-1.3pp | 36.37%-25.8pp | 13.24%-2.6pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |