Filed January 13, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $94,770 |
STATE STREET GLOBAL ADVISORS2 years Service code 27 1 LINCOLN ST · BOSTON, MA 02111 | Advisory (Plan) | $93,750 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $68,483 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $21,750 |
MAYER HOFFMAN MCCANN P.C.5 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $18,472 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage | $16,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,117 | $123,048-17.8% | $81,983+23.3% | $106,222-4.8% |
| Participation rate | 91.7% | 65.1%+26.6pp | 69.2%+22.4pp | 70.8%+20.9pp |
| Annual return | 11.68% | 14.83%-3.1pp | 41.31%-29.6pp | 21.69%-10.0pp |
| Employer contribution / active EE | $0 | $3,893-100.0% | $2,498-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $0 | $4,168-100.0% | $3,722-100.0% | $4,600-100.0% |
| Admin fee / account holder | $5 | $116-95.8% | $5,664-99.9% | $78-93.8% |