Filed January 26, 2009 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,309,326 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $772,401 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANGEMENT CO LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $302,998 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $288,393 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 27 · EIN 94-1441976 | Advisory (Plan) | $133,770 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVEST MANAGEMENT Service code 27 · EIN 04-6956300 | Advisory (Plan) | $115,894 |
LOOMIS SAYLES1+ years Service code 27 · EIN 04-3200060 | Advisory (Plan) | $87,136 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,443 | $84,728-42.8% | $60,547-20.0% | $69,651-30.4% |
| Participation rate | 59.1% | 63.7%-4.6pp | 68.0%-8.9pp | 66.6%-7.5pp |
| Annual return | -13.70% | -1.91%-11.8pp | 335.64%-349.3pp | 53.77%-67.5pp |
| Employer contribution / active EE | $398 | $3,261-87.8% | $2,419-83.6% | $2,241-82.3% |
| Participant deferral / active EE | $1,724 | $3,056-43.6% | $3,328-48.2% | $3,635-52.6% |
| Admin fee / account holder | $63 | $74-14.8% | $4,536-98.6% | $63-0.1% |