Filed December 13, 2000
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 & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $165,900 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,935 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $16,855 |
Service code 99 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 554023901 | Other Fees | $10,808 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,620 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,292 | $114,195-6.0% | $106,554+0.7% | $93,010+15.4% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.1%+19.2pp | 73.9%+21.4pp |
| Annual return | 12.34% | 22.18%-9.8pp | 26.80%-14.5pp | 158.70%-146.4pp |
| Employer contribution / active EE | $5,715 | $4,009+42.6% | $2,819+102.7% | $2,705+111.2% |
| Participant deferral / active EE | $5,796 | $5,908-1.9% | $4,398+31.8% | $4,561+27.1% |
| Admin fee / account holder | $53 | $105-49.4% | $7,408-99.3% | $152-65.1% |