Filed December 27, 2011 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8525 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $472,636 |
BAKER TILLY US, LLP2 years Service code 10 99 WOOD AVENUE SOUTH · ISELIN, NJ 08830 | Accounting | $19,456 |
DRINKER BIDDLE & REATH LLP5 years Service code 29 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Legal | $4,193 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,375 |
MERCER7+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT7+ years Filed as: OPEN BROKERAGE WINDOW Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,581 | $69,238+10.6% | $185,823-58.8% | $101,517-24.6% |
| Participation rate | 62.0% | 73.5%-11.5pp | 81.7%-19.7pp | 74.6%-12.5pp |
| Annual return | 12.68% | 21.26%-8.6pp | 122.05%-109.4pp | 21.00%-8.3pp |
| Employer contribution / active EE | $578 | $2,104-72.5% | $5,167-88.8% | $2,973-80.5% |
| Participant deferral / active EE | $4,256 | $3,764+13.1% | $5,568-23.6% | $4,873-12.7% |
| Admin fee / account holder | $107 | $66+61.9% | $16,237-99.3% | $139-23.0% |