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 ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $4,684,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,211,492 |
Filed as: GREAT WEST LIFE & ANNUITY INS CORP. Service code 15 · EIN 84-0467907 | Recordkeeping | $56,459 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $28,901 |
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 | $128,656 | $96,461+33.4% | $68,815+87.0% | $89,433+43.9% |
| Participation rate | 87.2% | 64.2%+23.0pp | 69.0%+18.2pp | 71.3%+15.9pp |
| Annual return | -16.33% | -13.05%-3.3pp | -6.37%-10.0pp | -11.88%-4.4pp |
| Employer contribution / active EE | $3,913 | $3,671+6.6% | $2,656+47.3% | $3,021+29.5% |
| Participant deferral / active EE | $6,731 | $4,123+63.2% | $3,943+70.7% | $5,125+31.3% |
| Admin fee / account holder | $82 | $102-19.7% | $4,936-98.3% | $79+3.0% |