Filed June 24, 2005
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 AND ANNITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,508 |
MERCER1 year Filed as: MERCER (US) INC. Service code 24 99 HIGH STREET · BOSTON, MA 02110 | Discretionary Trustee | $9,419 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 200 E. RANDOLPH 67TH FLOOR · CHICAGO, IL 60601 | Accounting | $7,000 |
Service code 29 255 S ORANGE AVE STE 1300 · ORLANDO, FL 32801 | Legal | $5,672 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $204 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,978 | $56,095-37.6% | $178,510-80.4% | $90,274-61.3% |
| Participation rate | 92.2% | 65.6%+26.7pp | 81.9%+10.3pp | 73.4%+18.9pp |
| Annual return | 17.95% | 28.81%-10.9pp | 151.13%-133.2pp | 53.97%-36.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,554 | $2,669+33.2% | $5,202-31.7% | $4,231-16.0% |
| Admin fee / account holder | $18 | $101-82.1% | $13,988-99.9% | $114-84.2% |