Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $53,941 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $51,492 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $18,000 |
BLAIR WESTFALL & CO PC2 years Service code 10 · EIN 27-0166339 | Accounting | $4,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,765 | $71,106-3.3% | $83,327-17.5% | $75,289-8.7% |
| Participation rate | 95.1% | 82.0%+13.1pp | 77.8%+17.4pp | 72.4%+22.7pp |
| Annual return | -4.31% | -0.56%-3.7pp | 10.64%-14.9pp | -0.04%-4.3pp |
| Employer contribution / active EE | $631 | $2,436-74.1% | $3,379-81.3% | $2,405-73.8% |
| Participant deferral / active EE | $2,776 | $6,249-55.6% | $5,565-50.1% | $3,739-25.7% |
| Admin fee / account holder | $25 | $72-65.7% | $7,540-99.7% | $102-75.7% |