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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $404,867 |
Filed as: PLAN SPONSOR ADVISORS, LLC Service code 24 227 W MONROE ST STE 2020 · CHICAGO, IL 60606 | Discretionary Trustee | $78,098 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,311 |
MCDERMOTT WILL & EMERY LLP3+ years Service code 29 444 WEST LAKE ST · CHICAGL, IL 60606 | Legal | $31,904 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $31,480 | $44,989-30.0% | $170,435-81.5% | $77,958-59.6% |
| Participation rate | 95.9% | 64.6%+31.3pp | 83.6%+12.3pp | 71.6%+24.2pp |
| Annual return | 14.00% | 19.61%-5.6pp | 205.94%-191.9pp | 20.87%-6.9pp |
| Employer contribution / active EE | $2,126 | $1,466+45.0% | $5,432-60.9% | $2,310-8.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $11 | $69-84.1% | $13,881-99.9% | $97-88.7% |