Filed May 5, 2008 (most recent of 3 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 FINANCIAL RPS LLC Service code 15 · EIN 71-0930784 | Recordkeeping | $235,025 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 32-2235791 | Advisory (Plan) | $130,622 |
STATE STREET GLOBAL ADVISORS1+ years Service code 50 · EIN 04-1867445 | Direct Payment | $75,887 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 51 100 BANK STREET, 8TH FLOOR · BURLINGTON, VT 05401 | Investment Mgmt Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK Service code 52 | Indirect Investment Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 51 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Mgmt Fees | $0 |
Filed as: RS PARTNERS Service code 51 · EIN 94-3321067 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,131 | $36,004+36.5% | $64,101-23.4% | $69,651-29.5% |
| Participation rate | 22.9% | 47.3%-24.4pp | 68.2%-45.3pp | 66.6%-43.7pp |
| Annual return | -0.14% | 4.26%-4.4pp | 791.27%-791.4pp | 53.77%-53.9pp |
| Employer contribution / active EE | $4 | $617-99.4% | $1,820-99.8% | $2,241-99.8% |
| Participant deferral / active EE | $838 | $1,166-28.2% | $2,822-70.3% | $3,635-77.0% |
| Admin fee / account holder | $54 | $49+10.6% | $4,499-98.8% | $63-14.4% |