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 AND ANNUNITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $591,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $84,969 |
THE CARLYLE GROUP1 year Filed as: WOMBLE CARYLE SANDRIDGE AND RICE Service code 29 PO BOX 601879 · CHARLOTTE, NC 28260 | Legal | $32,076 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 101 N TYRON STREET · CHARLOTTE, NC 28246 | Accounting | $12,175 |
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 | $34,734 | $49,270-29.5% | $156,551-77.8% | $329,111-89.4% |
| Participation rate | 78.9% | 68.1%+10.8pp | 84.0%-5.1pp | 67.9%+11.1pp |
| Annual return | 9.46% | 23.25%-13.8pp | 32.23%-22.8pp | 16.35%-6.9pp |
| Employer contribution / active EE | $2,461 | $1,534+60.4% | $5,501-55.3% | $2,303+6.9% |
| Participant deferral / active EE | $195 | $2,920-93.3% | $4,871-96.0% | $3,682-94.7% |
| Admin fee / account holder | $27 | $51-47.5% | $13,028-99.8% | $754-96.5% |