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) | $1,387,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $765,510 |
Filed as: GREAT WEST LIFE & ANNUITY INS CORP Service code 15 · EIN 84-0467907 | Recordkeeping | $16,008 |
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 | $555,657 | $119,999+363.1% | $70,589+687.2% | $96,393+476.4% |
| Participation rate | 98.4% | 66.2%+32.2pp | 68.4%+30.1pp | 71.3%+27.1pp |
| Annual return | 16.95% | 20.36%-3.4pp | 32.80%-15.9pp | 22.88%-5.9pp |
| Employer contribution / active EE | $31,523 | $4,602+585.0% | $2,977+958.9% | $3,239+873.4% |
| Participant deferral / active EE | $17,497 | $4,604+280.0% | $4,569+282.9% | $5,455+220.8% |
| Admin fee / account holder | $103 | $95+9.0% | $6,430-98.4% | $74+39.5% |