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 | $227,611 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $170,439 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC Service code 49 · EIN 41-1416330 | Other Services | $113,165 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $80,661 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $73,167 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 49 · EIN 33-0629048 | Other Services | $64,479 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $62,061 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN GUARANTY Service code 49 · EIN 13-4994650 | Other Services | $55,896 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $42,881 |
WILLIAM BLAIR1+ years Service code 28 · EIN 36-2214610 | Investment Management | $33,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,075 | $81,321+28.0% | $68,509+51.9% | $59,188+75.8% |
| Participation rate | 61.8% | 83.8%-22.0pp | 74.7%-12.9pp | 69.4%-7.6pp |
| Annual return | 1.53% | 4.65%-3.1pp | 8.27%-6.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $2,764 | $3,297-16.2% | $2,278+21.3% | $2,098+31.7% |
| Participant deferral / active EE | $3,395 | $4,592-26.1% | $3,382+0.4% | $3,265+4.0% |
| Admin fee / account holder | $121 | $62+96.7% | $5,275-97.7% | $92+31.7% |