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 | $190,655 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Tr... | $85,368 |
RUBINBROWN LLP5+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $18,140 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,454 | $73,125+48.3% | $125,195-13.4% | $77,775+39.4% |
| Participation rate | 79.1% | 79.4%-0.3pp | 79.8%-0.7pp | 73.2%+5.9pp |
| Annual return | 18.87% | 24.71%-5.8pp | 43.79%-24.9pp | 32.58%-13.7pp |
| Employer contribution / active EE | $2,954 | $2,413+22.4% | $3,866-23.6% | $2,504+18.0% |
| Participant deferral / active EE | $3,966 | $3,9660% | $4,937-19.7% | $3,9660% |
| Admin fee / account holder | $93 | $89+3.8% | $9,704-99.0% | $100-7.3% |