Filed December 29, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $925,178 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 22-2189568 | Investment Management | $652,636 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $610,555 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $487,740 |
ALTRINSIC GLOBAL ADVISORS, LLC1+ years Filed as: ALTRINSIC GLOBAL ADVISORS LLC Service code 16 · EIN 30-0016268 | Consulting | $468,018 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $403,972 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $196,503 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $132,600 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON & CO Service code 16 · EIN 52-1868818 | Consulting | $93,000 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $46,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,704 | $69,651+70.4% | $105,218+12.8% | $69,651+70.4% |
| Participation rate | 93.5% | 66.6%+27.0pp | 77.2%+16.3pp | 66.6%+27.0pp |
| Annual return | -0.01% | 53.77%-53.8pp | 5.33%-5.3pp | 53.77%-53.8pp |
| Employer contribution / active EE | $5,289 | $2,241+136.1% | $3,255+62.5% | $2,241+136.1% |
| Participant deferral / active EE | $9,068 | $3,635+149.4% | $4,867+86.3% | $3,635+149.4% |
| Admin fee / account holder | $163 | $63+158.2% | $6,992-97.7% | $63+158.2% |