Filed March 3, 2016 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,246 |
Filed as: SECURAN FINANCIAL SERVICES Service code 55 400 ROBERT ST. N. · ST. PAUL, MN 55101 | Other Commissions | $65,389 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,467 |
CAPIN CROUSE LLP2+ years Service code 10 972 EMERSON PKWY STE A · GREENWOOD, IN 46143 | Accounting | $13,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,899 | $39,859+135.6% | $78,676+19.4% | $57,658+62.9% |
| Participation rate | 61.9% | 66.1%-4.2pp | 73.6%-11.7pp | 70.2%-8.4pp |
| Annual return | 7.52% | 18.96%-11.4pp | 62.19%-54.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,081 | $1,786+16.5% | $2,850-27.0% | $1,974+5.4% |
| Participant deferral / active EE | $3,153 | $2,248+40.3% | $3,517-10.3% | $3,061+3.0% |
| Admin fee / account holder | $537 | $76+605.4% | $4,510-88.1% | $95+468.5% |