Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $210,364 |
Filed as: J.P. MORGAN SECURITIES Service code 26 · EIN 13-4110995 | Advisory (Participants) | $16,205 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $3,301 |
Service code 15 | Recordkeeping | $0 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,803 | $92,813-16.2% | $108,745-28.5% | $65,292+19.2% |
| Participation rate | 79.3% | 84.5%-5.2pp | 77.7%+1.6pp | 72.4%+6.9pp |
| Annual return | 7.24% | 14.67%-7.4pp | 46.22%-39.0pp | 11.84%-4.6pp |
| Employer contribution / active EE | $1,330 | $3,016-55.9% | $3,323-60.0% | $2,302-42.2% |
| Participant deferral / active EE | $4,798 | $5,191-7.6% | $5,121-6.3% | $3,579+34.1% |
| Admin fee / account holder | $43 | $56-22.9% | $6,144-99.3% | $57-24.5% |