Filed February 21, 2006
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $143,012 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $69,652 |
MARINER LLC2 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $30,708 |
Filed as: AT INVESTMENT ADVISERS INC. Service code 26 · EIN 20-0822261 | Advisory (Participants) | $22,387 |
DLAK WEALTH ADVISORS4 years Service code 26 7755 PARAGON ROAD SUITE 107 · DAYTON, OH 45459 | Advisory (Participants) | $19,210 |
WOODLEY FARRA MANION PORTFOLIO5+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $18,856 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $18,505 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 26 · EIN 41-1788385 | Advisory (Participants) | $9,355 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 48-1305000 | Advisory (Participants) | $9,185 |
MCF ADVISORS LLC1 year Service code 26 · EIN 20-0566061 | Advisory (Participants) | $5,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $391,000 | $88,122+343.7% | $141,200+176.9% | $67,584+478.5% |
| Participation rate | 95.3% | 76.5%+18.9pp | 82.5%+12.9pp | 71.3%+24.1pp |
| Annual return | 24.45% | 75.40%-51.0pp | 71.41%-47.0pp | 378.59%-354.1pp |
| Employer contribution / active EE | $7,278 | $3,224+125.7% | $4,736+53.7% | $2,148+238.8% |
| Participant deferral / active EE | $11,197 | $5,958+87.9% | $6,710+66.9% | $3,540+216.3% |
| Admin fee / account holder | $480 | $131+266.6% | $10,265-95.3% | $142+237.2% |