Filed November 9, 2005
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 & ANNUITY INS CO Service code 15 | Recordkeeping | $191,138 |
PENSIONSOURCE CORP.1+ years Filed as: PENSIONSOURCE CORPORATION Service code 13 10900 183RD STREET, SUITE 210 · CERRITOS, CA 90703 | Contract Administrator | $159,319 |
FINANCIAL MANAGEMENT NETWORK1+ years Filed as: FINANCIAL MANAGEMENT NETWORK, INC. Service code 26 26041 ACERO · MISSION VIEJO, CA 926912784 | Advisory (Participants) | $67,924 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping | $18,478 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 717 17TH STREET, SUITE 1700 · DENVER, CO 802023331 | Recordkeeping | $17,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,592 | $37,039+15.0% | $147,617-71.1% | $59,188-28.0% |
| Participation rate | 46.6% | 63.8%-17.1pp | 84.6%-38.0pp | 69.4%-22.8pp |
| Annual return | -1.78% | 7.19%-9.0pp | 61.98%-63.8pp | 5.51%-7.3pp |
| Employer contribution / active EE | $2,259 | $1,353+67.0% | $5,564-59.4% | $2,098+7.7% |
| Participant deferral / active EE | $2,539 | $2,094+21.3% | $4,895-48.1% | $3,265-22.2% |
| Admin fee / account holder | $165 | $60+173.7% | $11,612-98.6% | $92+78.7% |