Filed December 2, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,560 |
Filed as: ALDRICH RETIREMENT SOLUTIONS LP Service code 59 · EIN 93-1307583 | Shareholder Servicing | $9,752 |
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 | $133,735 | $58,888+127.1% | $178,498-25.1% | $73,493+82.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.09% | 24.86%-5.8pp | 151.09%-132.0pp | 28.51%-9.4pp |
| Employer contribution / active EE | $11,378 | $2,236+408.8% | $5,011+127.1% | $2,270+401.2% |
| Participant deferral / active EE | $5,972 | $2,568+132.6% | $5,202+14.8% | $3,740+59.7% |
| Admin fee / account holder | $56 | $400-86.1% | $13,985-99.6% | $513-89.1% |