Filed August 7, 2013 (most recent of 8 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $158,501 |
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 | $36,764 | $33,780+8.8% | $74,549-50.7% | $75,289-51.2% |
| Participation rate | 72.9% | 62.7%+10.2pp | 69.1%+3.8pp | 72.4%+0.5pp |
| Annual return | -3.06% | -1.24%-1.8pp | 32.54%-35.6pp | -0.04%-3.0pp |
| Employer contribution / active EE | $856 | $845+1.3% | $1,961-56.4% | $2,405-64.4% |
| Participant deferral / active EE | $1,597 | $1,890-15.5% | $3,108-48.6% | $3,739-57.3% |
| Admin fee / account holder | $40 | $86-53.8% | $5,059-99.2% | $102-61.0% |