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 | $406,226 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102,912 |
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 | $69,387 | $48,835+42.1% | $170,435-59.3% | $177,276-60.9% |
| Participation rate | 85.4% | 72.1%+13.3pp | 83.6%+1.8pp | 74.8%+10.5pp |
| Annual return | 17.62% | 19.44%-1.8pp | 205.94%-188.3pp | 21.25%-3.6pp |
| Employer contribution / active EE | $2,653 | $1,798+47.5% | $5,432-51.2% | $2,479+7.0% |
| Participant deferral / active EE | $3,995 | $2,757+44.9% | $4,939-19.1% | $3,881+2.9% |
| Admin fee / account holder | $66 | $52+27.6% | $13,881-99.5% | $154-57.0% |