Filed December 15, 2006 (most recent of 5 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 AND ANNUITY COMPANY Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,799 |
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 28 10461 MILL RUN CR SUITE 830 · OWINGS MILLS, MD 21117 | Investment Management | $18,134 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $15,120 |
Service code 28 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Investment Management | $6,045 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $195 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,203 | $45,000-44.0% | $143,801-82.5% | $77,906-67.6% |
| Participation rate | 73.7% | 66.8%+6.8pp | 80.3%-6.7pp | 73.7%0pp |
| Annual return | -14.58% | 29.03%-43.6pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $2,110 | $1,870+12.9% | $4,952-57.4% | $2,846-25.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $32 | $98-67.7% | $14,680-99.8% | $133-76.0% |