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 ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $4,947,116 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,706,996 |
Filed as: GREAT WEST LIFE & ANNUITY INS CORP Service code 15 · EIN 84-0467907 | Recordkeeping | $21,992 |
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 | $131,746 | $119,999+9.8% | $70,589+86.6% | $96,393+36.7% |
| Participation rate | 96.3% | 66.2%+30.1pp | 68.4%+28.0pp | 71.3%+25.1pp |
| Annual return | 16.45% | 20.36%-3.9pp | 32.80%-16.3pp | 22.88%-6.4pp |
| Employer contribution / active EE | $3,889 | $4,602-15.5% | $2,977+30.6% | $3,239+20.1% |
| Participant deferral / active EE | $6,617 | $4,604+43.7% | $4,569+44.8% | $5,455+21.3% |
| Admin fee / account holder | $77 | $95-19.1% | $6,430-98.8% | $74+3.6% |