Filed August 31, 2006
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 Service code 64 8515 E ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $42,385 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,416 |
Service code 13 5502 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $9,076 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,877 | $43,999+86.1% | $79,466+3.0% | $55,725+46.9% |
| Participation rate | 42.9% | 66.9%-24.0pp | 73.3%-30.4pp | 70.9%-28.0pp |
| Annual return | -5.19% | 1.81%-7.0pp | 718.28%-723.5pp | 244.93%-250.1pp |
| Employer contribution / active EE | $848 | $1,830-53.6% | $2,800-69.7% | $2,078-59.2% |
| Participant deferral / active EE | $2,282 | $2,538-10.1% | $3,704-38.4% | $3,356-32.0% |
| Admin fee / account holder | $232 | $118+97.2% | $5,104-95.5% | $115+101.3% |