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 | $372,470 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,377 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE Service code 13 · EIN 13-1614399 | Contract Administrator | $3,064 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
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 | $65,448 | $43,110+51.8% | $156,551-58.2% | $65,292+0.2% |
| Participation rate | 78.9% | 69.3%+9.6pp | 84.0%-5.1pp | 72.4%+6.5pp |
| Annual return | 10.25% | 11.24%-1.0pp | 32.23%-22.0pp | 11.84%-1.6pp |
| Employer contribution / active EE | $2,398 | $1,702+40.9% | $5,501-56.4% | $2,302+4.2% |
| Participant deferral / active EE | $3,686 | $2,520+46.3% | $4,871-24.3% | $3,579+3.0% |
| Admin fee / account holder | $66 | $47+39.7% | $13,028-99.5% | $57+15.0% |