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 INC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,228,006 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $20,989 |
TD AMERITRADE, INC.3 years Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,192 | $106,734-36.1% | $75,906-10.2% | $89,609-23.9% |
| Participation rate | 79.2% | 65.6%+13.6pp | 69.3%+9.9pp | 69.6%+9.6pp |
| Annual return | 27.33% | 24.20%+3.1pp | 30.73%-3.4pp | 33.65%-6.3pp |
| Employer contribution / active EE | $2,836 | $3,939-28.0% | $2,501+13.4% | $2,584+9.7% |
| Participant deferral / active EE | $3,955 | $3,965-0.3% | $3,604+9.7% | $4,222-6.3% |
| Admin fee / account holder | $72 | $80-9.5% | $5,421-98.7% | $72+1.2% |