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) | $1,289,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $768,780 |
Filed as: GREAT WEST LIFE & ANNUITY INS CORP. Service code 15 · EIN 84-0467907 | Recordkeeping | $41,541 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $21,099 |
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 | $528,488 | $96,461+447.9% | $68,815+668.0% | $89,433+490.9% |
| Participation rate | 98.0% | 64.2%+33.9pp | 69.0%+29.0pp | 71.3%+26.8pp |
| Annual return | -16.55% | -13.05%-3.5pp | -6.37%-10.2pp | -11.88%-4.7pp |
| Employer contribution / active EE | $31,519 | $3,671+758.6% | $2,656+1086.6% | $3,021+943.4% |
| Participant deferral / active EE | $17,312 | $4,123+319.9% | $3,943+339.1% | $5,125+237.8% |
| Admin fee / account holder | $106 | $102+4.2% | $4,936-97.8% | $79+33.7% |