Filed June 12, 2008
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $33,474 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,330 | $56,551-32.2% | $185,854-79.4% | $86,828-55.9% |
| Participation rate | 88.2% | 65.5%+22.7pp | 81.7%+6.5pp | 72.3%+15.9pp |
| Annual return | 13.95% | 118.23%-104.3pp | 122.12%-108.2pp | 97.95%-84.0pp |
| Employer contribution / active EE | $2,154 | $1,845+16.8% | $5,169-58.3% | $2,406-10.5% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $54 | $150-64.0% | $16,246-99.7% | $170-68.2% |