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 | $177,883 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Trustee (directed); Other fees; Custo... | $97,791 |
RUBINBROWN LLP4+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $18,034 |
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 | $93,560 | $64,311+45.5% | $110,243-15.1% | $75,289+24.3% |
| Participation rate | 77.5% | 79.3%-1.8pp | 79.8%-2.4pp | 72.4%+5.0pp |
| Annual return | -4.49% | -1.74%-2.7pp | 314.76%-319.2pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,736 | $2,404+13.8% | $3,827-28.5% | $2,405+13.7% |
| Participant deferral / active EE | $3,559 | $3,892-8.5% | $4,672-23.8% | $3,739-4.8% |
| Admin fee / account holder | $94 | $88+7.3% | $8,548-98.9% | $102-8.1% |