Filed November 9, 2005 (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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $309,820 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,800 |
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 | $104,463 | $117,928-11.4% | $78,002+33.9% | $65,292+60.0% |
| Participation rate | 98.2% | 85.6%+12.6pp | 75.5%+22.7pp | 72.4%+25.8pp |
| Annual return | 8.00% | 11.37%-3.4pp | 425.99%-418.0pp | 11.84%-3.8pp |
| Employer contribution / active EE | $3,101 | $3,999-22.5% | $2,470+25.5% | $2,302+34.7% |
| Participant deferral / active EE | $5,883 | $5,945-1.0% | $3,497+68.2% | $3,579+64.4% |
| Admin fee / account holder | $42 | $66-36.8% | $5,481-99.2% | $57-27.1% |