Filed March 27, 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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,785 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 16-1124166 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,000 |
Service code 13 6500 SW MACADAM AVENUE, #185 · PORTLAND, OR 97239 | Contract Administrator | $7,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,803 | $54,573+33.4% | $90,970-20.0% | $73,497-0.9% |
| Participation rate | 53.6% | 61.2%-7.5pp | 69.0%-15.4pp | 70.7%-17.1pp |
| Annual return | 10.89% | 16.69%-5.8pp | 134.60%-123.7pp | 28.51%-17.6pp |
| Employer contribution / active EE | $393 | $991-60.3% | $2,122-81.5% | $2,270-82.7% |
| Participant deferral / active EE | $2,154 | $2,517-14.4% | $3,373-36.1% | $3,740-42.4% |
| Admin fee / account holder | $375 | $521-28.1% | $5,961-93.7% | $513-27.0% |