Filed January 6, 2006
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 | $17,881 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,781 | $85,175+4.2% | $172,757-48.6% | $72,977+21.7% |
| Participation rate | 22.5% | 70.1%-47.6pp | 82.6%-60.1pp | 69.5%-47.0pp |
| Annual return | 17.40% | 27.32%-9.9pp | 803.06%-785.7pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,281 | $3,324-61.5% | $5,144-75.1% | $2,440-47.5% |
| Participant deferral / active EE | $3,406 | $3,260+4.5% | $5,198-34.5% | $3,608-5.6% |
| Admin fee / account holder | $149 | $5,880-97.5% | $13,956-98.9% | $5,124-97.1% |