Filed August 7, 2007
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 |
|---|---|---|
FINANCIAL ENGINES1 year Service code 26 · EIN 94-3250323 | Advisory (Participants) | $4,382,714 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $80,000 |
Filed as: GREAT-WEST RETIREMENT PLAN SERVICE Service code 15 · EIN 84-0467907 | Recordkeeping | $23,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,932,161 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,387 | $136,209+59.6% | $82,312+164.1% | $80,976+168.5% |
| Participation rate | 95.3% | 88.0%+7.3pp | 76.9%+18.4pp | 68.3%+27.1pp |
| Annual return | 18.32% | 21.54%-3.2pp | 25.88%-7.6pp | 22.91%-4.6pp |
| Employer contribution / active EE | $6,751 | $3,633+85.8% | $2,428+178.0% | $2,402+181.0% |
| Participant deferral / active EE | $12,754 | $6,693+90.6% | $3,706+244.1% | $3,848+231.4% |
| Admin fee / account holder | $121 | $62+94.4% | $5,608-97.8% | $67+79.2% |