Filed October 18, 2004 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 26 · EIN 84-0467907 | Advisory (Participants) | $475,087 |
FREDRICKSON AND BYRON1 year Filed as: FREDRICKSON AND BYRON PA Service code 26 · EIN 41-0971937 | Advisory (Participants) | $58,455 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $24,159 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP LLC Service code 26 · EIN 41-1931920 | Advisory (Participants) | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,999 | $67,512+141.4% | $185,823-12.3% | $93,030+75.2% |
| Participation rate | 74.1% | 67.1%+6.9pp | 81.7%-7.6pp | 73.9%+0.2pp |
| Annual return | 16.22% | 21.04%-4.8pp | 122.05%-105.8pp | 158.70%-142.5pp |
| Employer contribution / active EE | $1,950 | $1,783+9.4% | $5,167-62.3% | $2,706-27.9% |
| Participant deferral / active EE | $5,951 | $3,035+96.0% | $5,568+6.9% | $4,562+30.4% |
| Admin fee / account holder | $108 | $318-66.0% | $16,237-99.3% | $152-28.8% |