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 | $183,055 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Float r... | $109,893 |
RUBINBROWN LLP2+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $16,693 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 | Legal | $7,466 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,095 | $61,125+45.8% | $108,582-17.9% | $63,975+39.3% |
| Participation rate | 78.5% | 80.5%-2.0pp | 79.6%-1.1pp | 71.1%+7.4pp |
| Annual return | 6.29% | 14.06%-7.8pp | -51.70%+58.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $3,097 | $2,237+38.5% | $3,758-17.6% | $2,182+41.9% |
| Participant deferral / active EE | $3,467 | $3,574-3.0% | $4,311-19.6% | $3,356+3.3% |
| Admin fee / account holder | $98 | $72+36.5% | $7,645-98.7% | $70+39.4% |