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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,053,076 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $836,556 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $340,790 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $46,920 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $9,900 |
DODGE & COX3+ 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 SAYLES3+ years Service code 27 · EIN 04-3200060 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVEST MANAGEMENT Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY3+ 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 | $79,461 | $106,972-25.7% | $71,671+10.9% | $80,976-1.9% |
| Participation rate | 55.8% | 64.4%-8.6pp | 68.7%-12.9pp | 68.3%-12.4pp |
| Annual return | 34.03% | 23.84%+10.2pp | 20.65%+13.4pp | 22.91%+11.1pp |
| Employer contribution / active EE | $345 | $4,034-91.5% | $2,460-86.0% | $2,402-85.7% |
| Participant deferral / active EE | $1,615 | $3,800-57.5% | $3,438-53.0% | $3,848-58.0% |
| Admin fee / account holder | $88 | $97-8.8% | $5,558-98.4% | $67+30.5% |