Filed July 9, 2010
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,519 |
MCCONNELL VALDES LLC3+ years Service code 29 270 MUNOZ RIVERA AVE · SAN JUAN, PR 00918 | Legal | $7,883 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 25 PO BOX 362708 · SAN JUAN, PR 009362708 | Directed Trustee | $7,815 |
WITHUMSMITH+BROWN, PC3+ years Filed as: FROST BROWN TODD, LLC Service code 29 PO BOX 5716 · CINCINNATI, OH 452015716 | Legal | $1,659 |
MERRICK PRINTING CO. INC3+ years Service code 99 808 E LIBERTY STREET · LOUISVILLE, KY 40204 | Other Fees | $1,330 |
BELL BANK1 year Filed as: BELL LITHO INC DBA DISTCOM DIVISION Service code 99 1820 LUNT AVE · ELK GROVE VILLAGE, IL 60007 | Other Fees | $616 |
RESCARE INC2 years Service code 99 9901 LINN STATION RD · LOUISVILLE, KY 40223 | Other Fees | $163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,935 | $46,173-65.5% | $170,442-90.7% | $69,631-77.1% |
| Participation rate | 40.3% | 63.9%-23.6pp | 83.6%-43.3pp | 70.7%-30.3pp |
| Annual return | 11.33% | 21.62%-10.3pp | 205.93%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $298 | $1,610-81.5% | $5,433-94.5% | $2,032-85.3% |
| Participant deferral / active EE | $363 | $2,080-82.5% | $4,939-92.6% | $3,224-88.7% |
| Admin fee / account holder | $224 | $116+93.1% | $13,880-98.4% | $110+102.7% |