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 | $265,263 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $136,497 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $306 |
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 | $66,405 | $53,565+24.0% | $172,757-61.6% | $82,204-19.2% |
| Participation rate | 90.9% | 69.6%+21.3pp | 82.6%+8.3pp | 73.4%+17.5pp |
| Annual return | 22.91% | 31.42%-8.5pp | 803.06%-780.2pp | 26.31%-3.4pp |
| Employer contribution / active EE | $2,653 | $1,857+42.9% | $5,144-48.4% | $2,707-2.0% |
| Participant deferral / active EE | $4,284 | $3,006+42.5% | $5,198-17.6% | $4,246+0.9% |
| Admin fee / account holder | $42 | $61-32.1% | $13,956-99.7% | $76-44.9% |