Filed May 16, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,745 |
GOLDMAN SACHS1+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 6400 S FIDDLERS GREEN CIRCLE · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $30,395 |
DRAKE-WILLIAMS STEEL, INC1+ years Service code 99 2301 HICKORY ST · OMAHA, NE 68108 | Other Fees | $9,000 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 200 S 109TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,868 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,779 | $60,165-22.2% | $74,184-36.9% | $55,167-15.2% |
| Participation rate | 97.4% | 74.2%+23.2pp | 76.6%+20.7pp | 69.0%+28.4pp |
| Annual return | 2.32% | 10.00%-7.7pp | 17.74%-15.4pp | 169.23%-166.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,501 | $2,973-15.9% | $3,550-29.5% | $3,054-18.1% |
| Admin fee / account holder | $268 | $419-36.1% | $5,586-95.2% | $504-46.8% |