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 | $119,276 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $41,679 |
MARINER LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $32,759 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $27,451 |
WOODLEY FARRA MANION PORTFOLIO6+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $19,438 |
Filed as: CAPITAL MANAGEMENT SERVICES INC Service code 26 · EIN 43-1410129 | Advisory (Participants) | $16,721 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $12,130 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 26 · EIN 41-1788385 | Advisory (Participants) | $9,838 |
MCF ADVISORS LLC2 years Service code 26 · EIN 20-0566061 | Advisory (Participants) | $5,522 |
Service code 26 · EIN 36-4307929 | Advisory (Participants) | $5,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $668,252 | $100,801+562.9% | $149,751+346.2% | $73,415+810.2% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 73.40% | 265.34%-191.9pp | 276.71%-203.3pp | 59.30%+14.1pp |
| Employer contribution / active EE | $7,859 | $3,312+137.3% | $4,646+69.2% | $2,234+251.8% |
| Participant deferral / active EE | $12,397 | $6,404+93.6% | $6,843+81.2% | $3,806+225.7% |
| Admin fee / account holder | $403 | $181+122.8% | $9,312-95.7% | $158+155.1% |