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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $3,390,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $320,255 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $85,500 |
Filed as: GREAT-WEST RETIREMENT PLAN SERVICE Service code 15 · EIN 84-0467907 | Recordkeeping | $10,100 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,277 | $171,796+71.9% | $111,297+165.3% | $106,520+177.2% |
| Participation rate | 97.7% | 88.6%+9.1pp | 77.3%+20.4pp | 71.3%+26.4pp |
| Annual return | 16.10% | 18.62%-2.5pp | 54.65%-38.5pp | 19.28%-3.2pp |
| Employer contribution / active EE | $7,716 | $4,687+64.6% | $2,731+182.5% | $2,840+171.6% |
| Participant deferral / active EE | $15,321 | $7,845+95.3% | $4,487+241.4% | $4,948+209.7% |
| Admin fee / account holder | $133 | $69+91.8% | $7,964-98.3% | $75+78.6% |