Filed May 18, 2016
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 INC, CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $339,406 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $242,534 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 500 MAMARONECK AVE · HARRISON, NY 10528 | Accounting | $27,500 |
Filed as: CAPPFINANCIAL (CAPTRUST) Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLC Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $15,000 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 28 2 RECTOR ST · NEW YORK, NY 10006 | Investment Management | $7,500 |
GROOM LAW GROUP1 year Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVE W · WASHINGTON, DC 20006 | Legal | $5,783 |
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 | $91,463 | $67,512+35.5% | $185,854-50.8% | $93,010-1.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 12.98% | 21.04%-8.1pp | 122.12%-109.1pp | 158.70%-145.7pp |
| Employer contribution / active EE | $2,947 | $1,783+65.3% | $5,169-43.0% | $2,705+8.9% |
| Participant deferral / active EE | $7,798 | $3,035+156.9% | $5,569+40.0% | $4,561+71.0% |
| Admin fee / account holder | $167 | $318-47.3% | $16,246-99.0% | $152+10.4% |