Filed June 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,532 |
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WA 53092 | Advisory (Plan) | $9,224 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,832 | $71,873-57.1% | $86,698-64.4% | $68,490-55.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 4.89% | 3.54%+1.4pp | 35.96%-31.1pp | -7.85%+12.7pp |
| Employer contribution / active EE | $1,760 | $2,173-19.0% | $2,837-38.0% | $2,597-32.2% |
| Participant deferral / active EE | $1,310 | $3,779-65.3% | $4,656-71.9% | $4,028-67.5% |
| Admin fee / account holder | $114 | $6,110-98.1% | $7,492-98.5% | $5,403-97.9% |