Filed November 26, 2007 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUNITY COMPANY Service code 26 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $235,211 |
Filed as: ADVISED ASSET GROUP Service code 26 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $125,899 |
MOSS ADAMS LLP5+ years Service code 10 999 THIRD AVENUE · SEATTLE, WA 98104 | Accounting | $13,200 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,591 | $47,456+86.7% | $172,757-48.7% | $77,775+13.9% |
| Participation rate | 88.3% | 66.3%+22.0pp | 82.6%+5.7pp | 73.2%+15.1pp |
| Annual return | 19.63% | 35.57%-15.9pp | 803.06%-783.4pp | 32.58%-13.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $7,228 | $2,560+182.4% | $5,198+39.1% | $3,966+82.3% |
| Admin fee / account holder | $127 | $81+57.6% | $13,956-99.1% | $100+27.3% |