Filed October 28, 2004
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. COMP Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,533 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,475 |
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $20,869 |
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 | $17,402 | $36,916-52.9% | $156,551-88.9% | $57,658-69.8% |
| Participation rate | 83.1% | 63.4%+19.6pp | 84.0%-0.9pp | 70.2%+12.8pp |
| Annual return | 7.80% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $549 | $1,571-65.1% | $5,501-90.0% | $1,974-72.2% |
| Participant deferral / active EE | $1,551 | $1,926-19.5% | $4,871-68.2% | $3,061-49.3% |
| Admin fee / account holder | $92 | $82+11.2% | $13,028-99.3% | $95-3.0% |