Filed November 5, 2013 (most recent of 10 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,114,207 |
THE CARLYLE GROUP1+ years Filed as: WOMBLE CARLYLE SANDRIDGE & RICE Service code 29 PO BOX 601879 · CHARLOTTE, NC 28260 | Legal | $46,381 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 101 N TYRON STREET · CHARLOTTE, NC 28246 | Accounting | $15,274 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $12,952 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,236 | $46,516-26.4% | $147,618-76.8% | $69,651-50.8% |
| Participation rate | 86.9% | 65.8%+21.1pp | 84.6%+2.3pp | 66.6%+20.3pp |
| Annual return | 1.02% | 9.48%-8.5pp | 61.98%-61.0pp | 53.77%-52.7pp |
| Employer contribution / active EE | $2,523 | $1,393+81.1% | $5,564-54.7% | $2,241+12.6% |
| Participant deferral / active EE | $230 | $2,719-91.5% | $4,895-95.3% | $3,635-93.7% |
| Admin fee / account holder | $44 | $45-1.9% | $11,612-99.6% | $63-30.5% |