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 & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $75,620 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $23,081 |
RUBINBROWN LLP7+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $16,887 |
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.
Annual investment return 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 | $49,541 | $91,746-46.0% | $146,649-66.2% | $93,010-46.7% |
| Participation rate | 25.5% | 80.9%-55.5pp | 80.1%-54.6pp | 73.9%-48.4pp |
| Annual return | 12.99% | 18.28%-5.3pp | 22.75%-9.8pp | 158.70%-145.7pp |
| Employer contribution / active EE | $113 | $2,815-96.0% | $4,137-97.3% | $2,705-95.8% |
| Participant deferral / active EE | $560 | $4,589-87.8% | $5,506-89.8% | $4,561-87.7% |
| Admin fee / account holder | $71 | $101-29.9% | $10,281-99.3% | $152-53.2% |