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 | $100,618 |
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 |
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 | $73,235 | $56,551+29.5% | $185,854-60.6% | $86,828-15.7% |
| Participation rate | 95.9% | 65.5%+30.3pp | 81.7%+14.1pp | 72.3%+23.6pp |
| Annual return | 15.57% | 118.23%-102.7pp | 122.12%-106.5pp | 97.95%-82.4pp |
| Employer contribution / active EE | $1,129 | $1,845-38.8% | $5,169-78.2% | $2,406-53.1% |
| Participant deferral / active EE | $4,428 | $2,556+73.3% | $5,569-20.5% | $4,132+7.2% |
| Admin fee / account holder | $115 | $150-23.4% | $16,246-99.3% | $170-32.4% |