Filed October 18, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,023 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $30,862 |
TRINITY PENSION CONSULTANTS6+ years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $3,240 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $259 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,795 | $73,638+26.0% | $95,964-3.3% | $73,497+26.3% |
| Participation rate | 98.7% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 19.86% | 16.78%+3.1pp | 91.64%-71.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,606 | $1,863-13.8% | $2,541-36.8% | $2,270-29.2% |
| Participant deferral / active EE | $3,460 | $3,617-4.4% | $4,167-17.0% | $3,740-7.5% |
| Admin fee / account holder | $357 | $482-26.0% | $6,797-94.7% | $513-30.4% |