Filed March 21, 2000 (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 INS CO Service code 13 · EIN 84-0467907 | Contract Administrator | $497,236 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 | Advisory (Participants) | $74,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,817 | $108,759-45.9% | $149,751-60.7% | $93,223-36.9% |
| Participation rate | 89.5% | 70.7%+18.8pp | 82.5%+7.0pp | 74.9%+14.6pp |
| Annual return | 18.66% | 19.53%-0.9pp | 276.71%-258.0pp | 19.29%-0.6pp |
| Employer contribution / active EE | $2,136 | $2,777-23.1% | $4,646-54.0% | $2,680-20.3% |
| Participant deferral / active EE | $5,929 | $6,149-3.6% | $6,843-13.4% | $4,563+29.9% |
| Admin fee / account holder | $45 | $81-43.9% | $9,312-99.5% | $79-42.8% |