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 |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $103,274 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $33,102 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC Service code 49 · EIN 41-1416330 | Other Services | $19,947 |
RUBINBROWN LLP1+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $13,110 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $12,935 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 49 · EIN 33-0629048 | Other Services | $12,754 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN GUARANTY Service code 49 · EIN 13-4994650 | Other Services | $11,056 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $10,596 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD Service code 28 · EIN 22-3438530 | Investment Management | $9,244 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 50 · EIN 20-1665304 | Direct Payment | $6,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,330 | $120,005-65.6% | $68,509-39.7% | $67,505-38.8% |
| Participation rate | 17.3% | 87.9%-70.6pp | 74.7%-57.4pp | 71.2%-53.9pp |
| Annual return | 4.23% | 2.25%+2.0pp | 8.27%-4.0pp | 6.52%-2.3pp |
| Employer contribution / active EE | $89 | $4,267-97.9% | $2,278-96.1% | $2,173-95.9% |
| Participant deferral / active EE | $365 | $6,452-94.3% | $3,382-89.2% | $3,597-89.9% |
| Admin fee / account holder | $105 | $71+46.7% | $5,275-98.0% | $56+86.2% |