Filed June 13, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY AND INSUR Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,617 |
DA DAVIDSON & CO5 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $24,472 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $11,811 |
Filed as: ANASTASI MOORE MARTIN PLLC Service code 10 · EIN 20-8149084 9 S. WASHINGTON ST., STE 600 · SPOKANE, WA 99201 | Accounting | $10,000 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $2,569 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,137 | $56,114-30.3% | $96,139-59.3% | $85,850-54.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 29.83% | 42.30%-12.5pp | 191.94%-162.1pp | 318.53%-288.7pp |
| Employer contribution / active EE | $6,053 | $1,620+273.7% | $2,797+116.4% | $2,565+136.0% |
| Participant deferral / active EE | $2,303 | $2,859-19.5% | $4,349-47.0% | $3,952-41.7% |
| Admin fee / account holder | $358 | $3,768-90.5% | $5,537-93.5% | $6,260-94.3% |