Filed April 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $355,161 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,496 | $63,964-2.3% | $147,618-57.7% | $67,505-7.4% |
| Participation rate | 75.9% | 68.6%+7.3pp | 84.6%-8.7pp | 71.2%+4.7pp |
| Annual return | 2.81% | 9.05%-6.2pp | 61.98%-59.2pp | 6.52%-3.7pp |
| Employer contribution / active EE | $2,366 | $1,618+46.2% | $5,564-57.5% | $2,173+8.9% |
| Participant deferral / active EE | $3,732 | $2,589+44.2% | $4,895-23.8% | $3,597+3.8% |
| Admin fee / account holder | $70 | $43+63.0% | $11,612-99.4% | $56+24.2% |