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 | $1,121,327 |
THE CARLYLE GROUP1+ years Filed as: WOMBLE CARLYLE SANDRIDGE & RICE Service code 29 PO BOX 601879 · CHARLOTTE, NC 28260 | Legal | $25,467 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 101 N TYRON STREET · CHARLOTTE, NC 28246 | Accounting | $12,155 |
Annual investment return 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 | $32,638 | $46,516-29.8% | $147,618-77.9% | $69,651-53.1% |
| Participation rate | 96.2% | 65.8%+30.4pp | 84.6%+11.6pp | 66.6%+29.6pp |
| Annual return | 0.11% | 9.48%-9.4pp | 61.98%-61.9pp | 53.77%-53.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,769 | $2,719+38.6% | $4,895-23.0% | $3,635+3.7% |
| Admin fee / account holder | $39 | $45-12.7% | $11,612-99.7% | $63-38.2% |