Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $236,972 |
Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $38,333 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2 years Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,889 | $47,278-5.1% | $124,694-64.0% | $93,010-51.7% |
| Participation rate | 50.7% | 51.1%-0.4pp | 74.6%-24.0pp | 73.9%-23.2pp |
| Annual return | 12.44% | 15.27%-2.8pp | 5144.82%-5132.4pp | 158.70%-146.3pp |
| Employer contribution / active EE | $591 | $937-36.9% | $3,325-82.2% | $2,705-78.1% |
| Participant deferral / active EE | $965 | $1,786-46.0% | $4,615-79.1% | $4,561-78.8% |
| Admin fee / account holder | $113 | $108+4.7% | $7,495-98.5% | $152-25.2% |