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 | $925,483 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $726,187 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $278,051 |
Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 16 · EIN 03-0415817 | Consulting | $62,500 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $49,000 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,800 |
DODGE & COX4 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
HOLLAND & KNIGHT2 years Service code 27 · EIN 59-0663819 | Advisory (Plan) | $0 |
LOOMIS SAYLES7+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $109,464 | $130,338-16.0% | $85,708+27.7% | $106,520+2.8% |
| Participation rate | 58.0% | 64.6%-6.6pp | 69.9%-11.9pp | 71.3%-13.3pp |
| Annual return | 18.92% | 14.40%+4.5pp | 21.49%-2.6pp | 19.28%-0.4pp |
| Employer contribution / active EE | $253 | $3,864-93.5% | $2,618-90.3% | $2,840-91.1% |
| Participant deferral / active EE | $1,890 | $4,160-54.6% | $3,922-51.8% | $4,948-61.8% |
| Admin fee / account holder | $75 | $114-33.8% | $6,876-98.9% | $75+1.2% |