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 | $112,499 |
Service code 27 315 DEADERICK ST 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $20,128 |
UNITED RETIREMENT INC1 year Service code 13 · EIN 25-1759623 P.O. BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,125 | $41,256-5.2% | $86,593-54.8% | $77,958-49.8% |
| Participation rate | 75.0% | 63.0%+12.0pp | 73.5%+1.5pp | 71.6%+3.4pp |
| Annual return | 17.61% | 17.67%-0.1pp | 965.08%-947.5pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,144 | $1,613-29.1% | $2,840-59.7% | $2,310-50.5% |
| Participant deferral / active EE | $5,008 | $2,332+114.7% | $3,609+38.8% | $3,537+41.6% |
| Admin fee / account holder | $54 | $71-23.9% | $4,904-98.9% | $97-44.7% |