Filed December 30, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278,670 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $13,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,324 | $106,972-41.7% | $71,671-13.0% | $80,976-23.0% |
| Participation rate | 65.5% | 64.4%+1.1pp | 68.7%-3.2pp | 68.3%-2.7pp |
| Annual return | 26.18% | 23.84%+2.3pp | 20.65%+5.5pp | 22.91%+3.3pp |
| Employer contribution / active EE | $1,714 | $4,034-57.5% | $2,460-30.3% | $2,402-28.6% |
| Participant deferral / active EE | $3,089 | $3,800-18.7% | $3,438-10.1% | $3,848-19.7% |
| Admin fee / account holder | $76 | $97-20.9% | $5,558-98.6% | $67+13.1% |