Filed December 30, 2015 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,338 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 545 METRO PLACE SOUTH, SUITE 240 · DUBLIN, OH 43017 | Contract Administrator | $12,000 |
STANDARD INSURANCE COMPANY2+ years Service code 12 · EIN 93-0242990 | Direct payment from the plan; Custodi... | $9,248 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $695 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,652 | $34,495+0.5% | $78,677-56.0% | $63,975-45.8% |
| Participation rate | 61.0% | 60.8%+0.3pp | 73.6%-12.5pp | 71.1%-10.1pp |
| Annual return | 8.82% | 11.62%-2.8pp | 62.19%-53.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $941 | $1,398-32.7% | $2,850-67.0% | $2,182-56.9% |
| Participant deferral / active EE | $4,153 | $2,100+97.7% | $3,517+18.1% | $3,356+23.7% |
| Admin fee / account holder | $43 | $68-37.0% | $4,510-99.1% | $70-39.2% |