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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% |