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 | $827,014 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $755,094 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $401,098 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $41,360 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $8,400 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
LOOMIS SAYLES2+ years Service code 27 · EIN 04-3200060 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVEST MANAGEMENT Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANGEMENT CO LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,908 | $93,789-40.4% | $67,836-17.6% | $329,111-83.0% |
| Participation rate | 62.2% | 65.9%-3.7pp | 68.8%-6.6pp | 67.9%-5.7pp |
| Annual return | 21.95% | 17.51%+4.4pp | 138.49%-116.5pp | 16.35%+5.6pp |
| Employer contribution / active EE | $256 | $3,924-93.5% | $2,404-89.3% | $2,303-88.9% |
| Participant deferral / active EE | $1,511 | $3,663-58.7% | $3,160-52.2% | $3,682-59.0% |
| Admin fee / account holder | $65 | $82-20.7% | $4,621-98.6% | $754-91.4% |