Filed December 23, 1998
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $20,704 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,874 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
GOLDMAN SACHS5 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,899 | $93,131-59.3% | $106,555-64.4% | $86,821-56.3% |
| Participation rate | 67.8% | 81.4%-13.6pp | 76.1%-8.3pp | 72.3%-4.5pp |
| Annual return | 10.18% | 19.45%-9.3pp | 26.80%-16.6pp | 97.94%-87.8pp |
| Employer contribution / active EE | $498 | $2,895-82.8% | $2,819-82.3% | $2,406-79.3% |
| Participant deferral / active EE | $1,116 | $4,708-76.3% | $4,399-74.6% | $4,132-73.0% |
| Admin fee / account holder | $84 | $145-41.8% | $7,408-98.9% | $170-50.2% |