Filed July 27, 2011 (most recent of 5 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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENVILLAGE, CO 80111 | Recordkeeping Fees | $33,672 |
Filed as: EMPOWER RETIREMENT ADV. SERVICES Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENVILLAGE, CO 80111 | Investment Management | $8,505 |
Filed as: IFP ADVISORS INC. Service code 27 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Plan) | $8,059 |
ACTUARIAL BENEFITS CORP2+ years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $8,053 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $104,251-100.0% | $91,004-100.0% | $147,587-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | -45.37% | 27.06%-72.4pp | 4.60%-50.0pp | 578.60%-624.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |