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 | $180,543 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (securities); Direct paymen... | $144,626 |
RUBINBROWN LLP6+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $16,743 |
HUSCH BLACKWELL5 years Service code 29 · EIN 26-1688286 | Legal | $7,222 |
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 | $126,722 | $82,783+53.1% | $133,982-5.4% | $90,274+40.4% |
| Participation rate | 81.4% | 81.3%+0.2pp | 79.8%+1.6pp | 73.4%+8.1pp |
| Annual return | 13.89% | 21.89%-8.0pp | 45.10%-31.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,560 | $2,388+49.1% | $3,919-9.2% | $2,523+41.1% |
| Participant deferral / active EE | $4,394 | $4,291+2.4% | $5,047-12.9% | $4,231+3.9% |
| Admin fee / account holder | $70 | $93-24.7% | $8,930-99.2% | $114-38.7% |