Filed March 8, 1994
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 | $45,234 |
PBMARES, LLP1+ years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $6,534 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J. P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Securit... | $4,159 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,940 | $81,321-28.8% | $68,509-15.4% | $59,188-2.1% |
| Participation rate | 78.0% | 83.8%-5.8pp | 74.7%+3.3pp | 69.4%+8.6pp |
| Annual return | -2.02% | 4.65%-6.7pp | 8.27%-10.3pp | 5.51%-7.5pp |
| Employer contribution / active EE | $1,399 | $3,297-57.5% | $2,278-38.6% | $2,098-33.3% |
| Participant deferral / active EE | $2,438 | $4,592-46.9% | $3,382-27.9% | $3,265-25.3% |
| Admin fee / account holder | $29 | $62-53.8% | $5,275-99.5% | $92-69.1% |