Filed April 4, 2013
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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 16 · EIN 84-0467907 | Consulting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,921 | $71,505+134.8% | $123,553+35.9% | $73,367+128.9% |
| Participation rate | 90.7% | 64.9%+25.8pp | 82.3%+8.4pp | 69.5%+21.2pp |
| Annual return | -5.37% | 6.94%-12.3pp | 119.21%-124.6pp | 173.45%-178.8pp |
| Employer contribution / active EE | $5,675 | $2,011+182.2% | $4,628+22.6% | $2,499+127.1% |
| Participant deferral / active EE | $13,720 | $4,928+178.4% | $6,426+113.5% | $4,033+240.2% |
| Admin fee / account holder | $1 | $66-98.9% | $9,284-100.0% | $68-99.0% |