Filed June 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $271,812 |
MERCER3 years Service code 38 · EIN 13-2834414 | Participant Communication | $65,000 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $18,500 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO5 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
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 | $117,247 | $94,833+23.6% | $75,714+54.9% | $86,821+35.0% |
| Participation rate | 93.2% | 79.1%+14.1pp | 74.8%+18.4pp | 72.3%+20.9pp |
| Annual return | 15.58% | 16.91%-1.3pp | 104.62%-89.0pp | 97.94%-82.4pp |
| Employer contribution / active EE | $5,132 | $2,904+76.7% | $2,744+87.1% | $2,406+113.3% |
| Participant deferral / active EE | $8,379 | $3,632+130.7% | $3,820+119.3% | $4,132+102.8% |
| Admin fee / account holder | $267 | $109+146.1% | $3,619-92.6% | $170+57.6% |