Filed June 11, 1999
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 | $815,026 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $162,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $26,700 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3608252 | 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,890 | $111,651-46.4% | $86,645-30.9% | $101,555-41.0% |
| Participation rate | 57.8% | 83.2%-25.4pp | 71.7%-13.8pp | 74.5%-16.7pp |
| Annual return | 11.21% | 19.55%-8.3pp | 63.52%-52.3pp | 21.00%-9.8pp |
| Employer contribution / active EE | $1,194 | $3,410-65.0% | $2,496-52.2% | $2,972-59.8% |
| Participant deferral / active EE | $2,116 | $4,831-56.2% | $3,700-42.8% | $4,874-56.6% |
| Admin fee / account holder | $195 | $79+146.2% | $5,830-96.7% | $139+39.7% |