Filed April 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE AND ANNUITY COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $348,060 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $249,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,260 | $68,110+7.6% | $155,556-52.9% | $99,313-26.2% |
| Participation rate | 95.7% | 67.8%+27.9pp | 78.2%+17.4pp | 71.7%+24.0pp |
| Annual return | 14.38% | 16.16%-1.8pp | 64.84%-50.5pp | 17.67%-3.3pp |
| Employer contribution / active EE | $3,552 | $2,291+55.1% | $4,675-24.0% | $3,264+8.8% |
| Participant deferral / active EE | $5,636 | $3,865+45.8% | $5,631+0.1% | $5,346+5.4% |
| Admin fee / account holder | $43 | $94-54.6% | $15,885-99.7% | $109-60.9% |