Filed December 22, 2008
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 COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,008 |
Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $7,907 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $7,500 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $2,500 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,959 | $54,320+41.7% | $67,652+13.8% | $52,331+47.1% |
| Participation rate | 66.0% | 73.6%-7.6pp | 75.7%-9.6pp | 68.1%-2.1pp |
| Annual return | -0.35% | 6.81%-7.2pp | 6625.40%-6625.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $795 | $1,544-48.5% | $2,266-64.9% | $1,882-57.7% |
| Participant deferral / active EE | $4,155 | $2,950+40.8% | $3,560+16.7% | $3,022+37.5% |
| Admin fee / account holder | $129 | $527-75.6% | $4,821-97.3% | $592-78.2% |