Filed January 13, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $55,550 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $51,105 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $27,400 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $23,949 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $8,837 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,276 | $96,540-8.6% | $67,313+31.1% | $73,367+20.3% |
| Participation rate | 90.0% | 65.8%+24.2pp | 69.1%+20.9pp | 69.5%+20.5pp |
| Annual return | -11.42% | -4.11%-7.3pp | -4.08%-7.3pp | 173.45%-184.9pp |
| Employer contribution / active EE | $6,244 | $4,087+52.8% | $2,566+143.4% | $2,499+149.9% |
| Participant deferral / active EE | $0 | $3,965-100.0% | $3,568-100.0% | $4,033-100.0% |
| Admin fee / account holder | $3 | $100-97.0% | $4,507-99.9% | $68-95.6% |