Filed December 27, 2006 (most recent of 2 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 & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $17,301 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP5 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 45-3046545 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
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 | $71,566 | $121,341-41.0% | $189,545-62.2% | $79,389-9.9% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.8%+10.8pp | 70.7%+27.9pp |
| Annual return | 16.29% | 21.08%-4.8pp | 555.36%-539.1pp | 116.89%-100.6pp |
| Employer contribution / active EE | $4,747 | $3,915+21.3% | $6,162-23.0% | $2,428+95.5% |
| Participant deferral / active EE | $3,445 | $6,395-46.1% | $8,220-58.1% | $4,046-14.8% |
| Admin fee / account holder | $107 | $651-83.6% | $12,049-99.1% | $626-83.0% |