Filed October 11, 2006
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,334 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 | Other Commissions | $23,746 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 7300 METRO BLVD., STE. 450 · EDINA, MN 55439 | Contract Administrator | $9,850 |
Service code 27 6011 WEST COURTYARD DR. STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $5,983 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,920 | $23,224+162.3% | $71,086-14.3% | $55,725+9.3% |
| Participation rate | 53.1% | 37.9%+15.2pp | 54.7%-1.6pp | 70.9%-17.8pp |
| Annual return | 8.14% | -2.87%+11.0pp | 650.59%-642.4pp | 244.93%-236.8pp |
| Employer contribution / active EE | $94 | $436-78.4% | $1,088-91.3% | $2,078-95.5% |
| Participant deferral / active EE | $1,653 | $929+77.9% | $1,874-11.8% | $3,356-50.7% |
| Admin fee / account holder | $199 | $118+69.1% | $3,082-93.5% | $115+73.2% |