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) | $1,322,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,161,907 |
Filed as: GREAT WEST LIFE & ANNUITY INS CORP Service code 15 · EIN 84-0467907 | Recordkeeping | $53,979 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $42,098 |
Filed as: LOCKTON-DUNNING SERIES OF LOCKTON Service code 16 · EIN 20-3354970 | Consulting | $10,555 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $687,679 | $130,338+427.6% | $85,708+702.4% | $106,520+545.6% |
| Participation rate | 97.2% | 64.6%+32.5pp | 69.9%+27.3pp | 71.3%+25.9pp |
| Annual return | 13.16% | 14.40%-1.2pp | 21.49%-8.3pp | 19.28%-6.1pp |
| Employer contribution / active EE | $32,385 | $3,864+738.1% | $2,618+1137.0% | $2,840+1040.2% |
| Participant deferral / active EE | $17,815 | $4,160+328.2% | $3,922+354.2% | $4,948+260.1% |
| Admin fee / account holder | $123 | $114+8.5% | $6,876-98.2% | $75+65.7% |