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 Service code 64 8515 EAAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,340 |
MERCER2 years Filed as: MERCER (US) INC. Service code 24 99 HIGH STREET · BOSTON, MA 02110 | Discretionary Trustee | $57,645 |
SIKICH LLP1 year Service code 10 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $12,450 |
Service code 29 255 S ORANGE AVE STE 1300 · ORLANDO, FL 32801 | Legal | $3,771 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $283 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,464 | $67,512-43.0% | $185,854-79.3% | $93,010-58.6% |
| Participation rate | 85.5% | 67.1%+18.4pp | 81.7%+3.8pp | 73.9%+11.6pp |
| Annual return | 13.37% | 21.04%-7.7pp | 122.12%-108.8pp | 158.70%-145.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $4,144 | $3,035+36.5% | $5,569-25.6% | $4,561-9.1% |
| Admin fee / account holder | $29 | $318-91.0% | $16,246-99.8% | $152-81.2% |