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 | Recordkeeping Fees | $134,117 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $41,161 |
UNITED RETIREMENT INC2 years Service code 13 · EIN 25-1759623 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,236 |
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 | $35,569 | $37,884-6.1% | $79,472-55.2% | $75,289-52.8% |
| Participation rate | 71.6% | 65.0%+6.6pp | 73.3%-1.7pp | 72.4%-0.8pp |
| Annual return | -3.91% | 1.06%-5.0pp | 718.32%-722.2pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,014 | $1,680-39.6% | $2,801-63.8% | $2,405-57.8% |
| Participant deferral / active EE | $4,553 | $2,569+77.2% | $3,704+22.9% | $3,739+21.8% |
| Admin fee / account holder | $68 | $77-11.7% | $5,104-98.7% | $102-33.9% |