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 | $242,227 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156,647 |
Filed as: MUTUAL OF AMERICA Service code 13 · EIN 84-0166760 | Contract Administrator | $2,336 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
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 | $73,833 | $63,259+16.7% | $178,510-58.6% | $93,223-20.8% |
| Participation rate | 93.0% | 72.1%+20.9pp | 81.9%+11.1pp | 74.9%+18.1pp |
| Annual return | 14.88% | 19.93%-5.0pp | 151.13%-136.2pp | 19.29%-4.4pp |
| Employer contribution / active EE | $3,740 | $1,865+100.6% | $5,011-25.4% | $2,680+39.6% |
| Participant deferral / active EE | $4,577 | $3,372+35.7% | $5,202-12.0% | $4,563+0.3% |
| Admin fee / account holder | $39 | $58-32.1% | $13,988-99.7% | $79-50.3% |