Filed September 25, 1992
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 15 · EIN 84-0467907 | Recordkeeping | $86,319 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE PRAIRIE GROUP Service code 16 · EIN 76-0701903 | Consulting | $25,867 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0467907 | Advisory (Participants) | $608 |
Service code 15 | Recordkeeping | $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 | $59,539 | $78,852-24.5% | $76,768-22.4% | $75,289-20.9% |
| Participation rate | 94.7% | 85.0%+9.8pp | 77.0%+17.8pp | 72.4%+22.3pp |
| Annual return | -4.51% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.5pp |
| Employer contribution / active EE | $936 | $2,794-66.5% | $2,485-62.3% | $2,405-61.1% |
| Participant deferral / active EE | $2,616 | $4,800-45.5% | $3,852-32.1% | $3,739-30.0% |
| Admin fee / account holder | $30 | $79-61.8% | $6,676-99.5% | $102-70.5% |