Filed April 26, 2002 (most recent of 8 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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Tr... | $590,669 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $469,175 |
RUBINBROWN LLP5+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $31,740 |
CALLAN ASSOCIATES4 years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $27,631 |
HUSCH BLACKWELL4 years Service code 29 · EIN 26-1688286 | Legal | $12,322 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,867 | $83,826+239.8% | $125,195+127.5% | $82,204+246.5% |
| Participation rate | 97.4% | 83.1%+14.3pp | 79.8%+17.6pp | 73.4%+24.0pp |
| Annual return | 17.71% | 22.78%-5.1pp | 43.79%-26.1pp | 26.31%-8.6pp |
| Employer contribution / active EE | $4,436 | $2,267+95.7% | $3,866+14.8% | $2,707+63.9% |
| Participant deferral / active EE | $6,211 | $4,293+44.7% | $4,937+25.8% | $4,246+46.3% |
| Admin fee / account holder | $141 | $74+90.2% | $9,704-98.5% | $76+87.0% |