Filed April 29, 2013 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $54,242 |
Service code 10 · EIN 48-1246310 | Accounting | $11,850 |
AON CONSULTING5 years Filed as: AON HEWITT CONSULTING, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $11,657 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,232 | $100,801+43.1% | $149,745-3.7% | $73,412+96.5% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 14.86% | 265.34%-250.5pp | 276.72%-261.9pp | 59.30%-44.4pp |
| Employer contribution / active EE | $5,165 | $3,312+56.0% | $4,646+11.2% | $2,234+131.2% |
| Participant deferral / active EE | $7,422 | $6,404+15.9% | $6,843+8.5% | $3,806+95.0% |
| Admin fee / account holder | $161 | $181-11.1% | $9,312-98.3% | $158+1.8% |