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 | $69,974 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Float revenue; Trustee (directed); So... | $20,941 |
RUBINBROWN LLP2+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $13,402 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 | Legal | $7,610 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,575 | $61,125-25.4% | $108,582-58.0% | $63,975-28.8% |
| Participation rate | 18.7% | 80.5%-61.8pp | 79.6%-60.9pp | 71.1%-52.5pp |
| Annual return | 7.32% | 14.06%-6.7pp | -51.70%+59.0pp | 48.65%-41.3pp |
| Employer contribution / active EE | $57 | $2,237-97.5% | $3,758-98.5% | $2,182-97.4% |
| Participant deferral / active EE | $364 | $3,574-89.8% | $4,311-91.5% | $3,356-89.1% |
| Admin fee / account holder | $97 | $72+35.1% | $7,645-98.7% | $70+38.0% |