Filed April 28, 1995
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $142,614 |
MMA SECURITIES LLC4 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $38,221 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
THE HARTFORD5 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,571 | $93,131+35.9% | $106,548+18.8% | $86,799+45.8% |
| Participation rate | 94.7% | 81.4%+13.2pp | 76.1%+18.5pp | 72.3%+22.4pp |
| Annual return | 12.07% | 19.45%-7.4pp | 26.80%-14.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $5,619 | $2,895+94.1% | $2,819+99.3% | $2,405+133.6% |
| Participant deferral / active EE | $6,280 | $4,708+33.4% | $4,398+42.8% | $4,131+52.0% |
| Admin fee / account holder | $135 | $145-7.1% | $7,407-98.2% | $170-20.5% |