Filed January 21, 2001
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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,495 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 55 5185 PEACHTREE PARKWAY · NORCROSS, GA 300926541 | Other Commissions | $0 |
Annual investment return 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 | $189,331 | $40,113+372.0% | $84,029+125.3% | $77,775+143.4% |
| Participation rate | 98.4% | 62.8%+35.6pp | 69.0%+29.4pp | 73.2%+25.2pp |
| Annual return | 8.32% | 23.27%-14.9pp | 71.32%-63.0pp | 32.58%-24.3pp |
| Employer contribution / active EE | $5,499 | $847+549.2% | $1,984+177.2% | $2,504+119.6% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $4 | $92-95.5% | $6,102-99.9% | $100-95.8% |