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 | $176,142 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Other fees; Trustee (directed); Custo... | $85,853 |
RUBINBROWN LLP3+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $17,444 |
HUSCH BLACKWELL2 years Service code 29 · EIN 26-1688286 | Legal | $5,822 |
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 | $105,168 | $67,228+56.4% | $117,861-10.8% | $77,958+34.9% |
| Participation rate | 75.9% | 79.4%-3.5pp | 79.7%-3.8pp | 71.6%+4.2pp |
| Annual return | 16.19% | 19.13%-2.9pp | 335.11%-318.9pp | 20.87%-4.7pp |
| Employer contribution / active EE | $2,653 | $2,211+20.0% | $3,786-29.9% | $2,310+14.8% |
| Participant deferral / active EE | $3,682 | $3,653+0.8% | $4,482-17.8% | $3,537+4.1% |
| Admin fee / account holder | $90 | $76+18.2% | $8,021-98.9% | $97-8.0% |