Filed December 22, 2004 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $272,468 |
JF SHEA CO INC4 years Service code 27 · EIN 94-1530032 | Advisory (Plan) | $71,039 |
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 31 · EIN 61-0736136 | Named fiduciary | $54,600 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,182 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
GLOBAL TRUST COMPANY2 years Service code 52 · EIN 27-6331814 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,705 | $88,770+99.1% | $109,191+61.8% | $93,010+90.0% |
| Participation rate | 90.8% | 81.5%+9.4pp | 75.9%+15.0pp | 73.9%+16.9pp |
| Annual return | 12.89% | 60.64%-47.8pp | 25.76%-12.9pp | 158.70%-145.8pp |
| Employer contribution / active EE | $4,049 | $3,780+7.1% | $3,723+8.8% | $2,705+49.7% |
| Participant deferral / active EE | $8,467 | $3,630+133.3% | $4,653+81.9% | $4,561+85.6% |
| Admin fee / account holder | $134 | $172-21.9% | $6,756-98.0% | $152-11.3% |