Filed October 21, 2008 (most recent of 2 filings on file)
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 | $24,240 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $18,628 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 45-3046545 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,181 | $56,485+13.6% | $185,823-65.5% | $86,799-26.1% |
| Participation rate | 33.7% | 65.5%-31.8pp | 81.7%-48.0pp | 72.3%-38.6pp |
| Annual return | 21.53% | 118.04%-96.5pp | 122.05%-100.5pp | 97.91%-76.4pp |
| Employer contribution / active EE | $675 | $1,843-63.4% | $5,167-86.9% | $2,405-71.9% |
| Participant deferral / active EE | $1,151 | $2,553-54.9% | $5,568-79.3% | $4,131-72.1% |
| Admin fee / account holder | $200 | $150+33.9% | $16,237-98.8% | $170+18.1% |