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 | $466,080 |
BAKER NEWMAN NOYES2 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,501 | $56,095+34.6% | $178,510-57.7% | $90,274-16.4% |
| Participation rate | 74.3% | 65.6%+8.7pp | 81.9%-7.7pp | 73.4%+0.9pp |
| Annual return | 16.11% | 28.81%-12.7pp | 151.13%-135.0pp | 53.97%-37.9pp |
| Employer contribution / active EE | $2,435 | $1,572+54.8% | $5,011-51.4% | $2,523-3.5% |
| Participant deferral / active EE | $4,205 | $2,669+57.6% | $5,202-19.2% | $4,231-0.6% |
| Admin fee / account holder | $109 | $101+8.4% | $13,988-99.2% | $114-4.4% |