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 | $305,336 |
Service code 27 1 LINCOLN ST · BOSTON, MA 02111 | Advisory (Plan) | $82,705 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $47,707 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $23,899 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $21,825 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage | $8,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,305 | $106,734-4.1% | $75,906+34.8% | $89,609+14.2% |
| Participation rate | 89.5% | 65.6%+23.9pp | 69.3%+20.3pp | 69.6%+20.0pp |
| Annual return | 19.94% | 24.20%-4.3pp | 30.73%-10.8pp | 33.65%-13.7pp |
| Employer contribution / active EE | $6,540 | $3,939+66.0% | $2,501+161.5% | $2,584+153.1% |
| Participant deferral / active EE | $0 | $3,965-100.0% | $3,604-100.0% | $4,222-100.0% |
| Admin fee / account holder | $8 | $80-89.7% | $5,421-99.8% | $72-88.5% |