Filed January 16, 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 15 · EIN 84-0467907 | Recordkeeping | $1,009,524 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $738,337 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 93-0249060 | Trustee (directed); Soft dollars comm... | $288,440 |
ARROWMARK PARTNERS1 year Service code 28 · EIN 39-2068140 | Investment Management | $269,532 |
Service code 28 · EIN 06-1422705 | Investment Management | $228,447 |
INVESCO4+ years Service code 28 · EIN 61-1190024 | Investment Management | $219,473 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $104,468 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-2235791 | Consulting | $48,963 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $48,567 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS, P.C. Service code 29 · EIN 46-3862389 | Legal | $24,057 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,691 | $68,904+182.6% | $90,782+114.5% | $68,904+182.6% |
| Participation rate | 98.4% | 74.1%+24.3pp | 82.7%+15.8pp | 74.1%+24.3pp |
| Annual return | -4.37% | 1.07%-5.4pp | -3.42%-1.0pp | 1.07%-5.4pp |
| Employer contribution / active EE | $7,845 | $2,540+208.8% | $4,105+91.1% | $2,540+208.8% |
| Participant deferral / active EE | $9,081 | $4,015+126.2% | $5,366+69.2% | $4,015+126.2% |
| Admin fee / account holder | $438 | $71+513.9% | $5,908-92.6% | $71+513.9% |