Filed July 17, 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 COMPANY Service code 15 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $310,906 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $98,744 |
Filed as: TRANSAMERICA CORPORATION Service code 99 PO BOX 20781 · LEHIGH VALLEY, PA 180020781 | Other Fees | $2,439 |
Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,512 | $77,775-77.5% | $88,538-80.2% | $77,775-77.5% |
| Participation rate | 98.1% | 73.2%+24.9pp | 68.7%+29.4pp | 73.2%+24.9pp |
| Annual return | 23.39% | 32.58%-9.2pp | 43.64%-20.2pp | 32.58%-9.2pp |
| Employer contribution / active EE | $837 | $2,504-66.6% | $2,098-60.1% | $2,504-66.6% |
| Participant deferral / active EE | $2,611 | $3,966-34.2% | $2,914-10.4% | $3,966-34.2% |
| Admin fee / account holder | $97 | $100-3.3% | $4,310-97.8% | $100-3.3% |