Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,063,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,609,272 |
Filed as: GREAT WEST LIFE & ANNUITY INS CORP Service code 15 · EIN 84-0467907 | Recordkeeping | $74,021 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $57,902 |
Filed as: LOCKTON-DUNNING SERIES OF LOCKTON Service code 16 · EIN 20-3354970 | Consulting | $14,445 |
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 | $146,638 | $130,338+12.5% | $85,708+71.1% | $106,520+37.7% |
| Participation rate | 96.4% | 64.6%+31.8pp | 69.9%+26.5pp | 71.3%+25.1pp |
| Annual return | 12.36% | 14.40%-2.0pp | 21.49%-9.1pp | 19.28%-6.9pp |
| Employer contribution / active EE | $3,998 | $3,864+3.5% | $2,618+52.7% | $2,840+40.8% |
| Participant deferral / active EE | $6,838 | $4,160+64.4% | $3,922+74.3% | $4,948+38.2% |
| Admin fee / account holder | $83 | $114-27.5% | $6,876-98.8% | $75+10.8% |