Filed March 1, 2006 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $161,456 |
Filed as: GREAT-WEST LIFE ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,677 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,049,061 | $61,185+1614.6% | $185,854+464.5% | $79,395+1221.3% |
| Participation rate | 55.9% | 66.6%-10.7pp | 81.7%-25.8pp | 70.7%-14.8pp |
| Annual return | 30.39% | 19.45%+10.9pp | 122.12%-91.7pp | 116.90%-86.5pp |
| Employer contribution / active EE | $36,557 | $2,321+1474.7% | $5,169+607.3% | $2,428+1405.7% |
| Participant deferral / active EE | $21,914 | $2,789+685.8% | $5,569+293.5% | $4,046+441.6% |
| Admin fee / account holder | $1,864 | $709+162.9% | $16,246-88.5% | $626+197.7% |