Filed May 16, 2006
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $77,518 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,500 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 50 · EIN 41-0746749 | Direct Payment | $6,410 |
AMERICAN CENTURY4+ years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4+ years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
DODGE & COX4+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MAINSTAY4+ years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,444 | $67,512-17.9% | $185,854-70.2% | $93,010-40.4% |
| Participation rate | 93.0% | 67.1%+25.9pp | 81.7%+11.3pp | 73.9%+19.1pp |
| Annual return | 13.57% | 21.04%-7.5pp | 122.12%-108.5pp | 158.70%-145.1pp |
| Employer contribution / active EE | $1,903 | $1,783+6.7% | $5,169-63.2% | $2,705-29.7% |
| Participant deferral / active EE | $3,217 | $3,035+6.0% | $5,569-42.2% | $4,561-29.5% |
| Admin fee / account holder | $41 | $318-87.1% | $16,246-99.7% | $152-73.0% |