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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $72,558 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,390 | $144,879-35.5% | $111,308-16.1% | $93,010+0.4% |
| Participation rate | 95.0% | 86.1%+8.9pp | 77.3%+17.7pp | 73.9%+21.1pp |
| Annual return | 12.57% | 18.11%-5.5pp | 54.67%-42.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $5,790 | $3,052+89.7% | $2,732+111.9% | $2,705+114.0% |
| Participant deferral / active EE | $3,953 | $5,576-29.1% | $4,487-11.9% | $4,561-13.3% |
| Admin fee / account holder | $33 | $104-68.1% | $7,965-99.6% | $152-78.2% |