Filed August 14, 1995
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 |
|---|---|---|
SENIOR OPERATIONS LLC7+ years Service code 16 · EIN 94-2918781 | Consulting | $67,850 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,430 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,886 | $144,879-14.5% | $111,319+11.3% | $93,010+33.2% |
| Participation rate | 90.0% | 86.1%+3.9pp | 77.3%+12.7pp | 73.9%+16.1pp |
| Annual return | 13.03% | 18.11%-5.1pp | 54.68%-41.6pp | 158.70%-145.7pp |
| Employer contribution / active EE | $2,985 | $3,052-2.2% | $2,732+9.3% | $2,705+10.3% |
| Participant deferral / active EE | $4,772 | $5,576-14.4% | $4,488+6.3% | $4,561+4.6% |
| Admin fee / account holder | $31 | $104-70.5% | $7,966-99.6% | $152-79.9% |