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 | $1,308,207 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $17,874 |
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 | $53,496 | $96,540-44.6% | $67,313-20.5% | $73,367-27.1% |
| Participation rate | 69.1% | 65.8%+3.3pp | 69.1%0pp | 69.5%-0.4pp |
| Annual return | -4.11% | -4.11%0pp | -4.08%0pp | 173.45%-177.6pp |
| Employer contribution / active EE | $2,601 | $4,087-36.4% | $2,566+1.4% | $2,499+4.1% |
| Participant deferral / active EE | $3,406 | $3,965-14.1% | $3,568-4.5% | $4,033-15.5% |
| Admin fee / account holder | $49 | $100-51.0% | $4,507-98.9% | $68-28.5% |