Filed May 7, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,000 |
Filed as: GREAT-WEST LIFE & ANNUTIY INSURANCE Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,727 | $57,606+147.8% | $67,313+112.0% | $75,289+89.6% |
| Participation rate | 95.6% | 68.2%+27.4pp | 69.1%+26.5pp | 72.4%+23.2pp |
| Annual return | -6.10% | -0.47%-5.6pp | -4.08%-2.0pp | -0.04%-6.1pp |
| Employer contribution / active EE | $3,359 | $2,206+52.2% | $2,566+30.9% | $2,405+39.7% |
| Participant deferral / active EE | $4,327 | $3,195+35.5% | $3,568+21.3% | $3,739+15.7% |
| Admin fee / account holder | $0 | $83-99.4% | $4,507-100.0% | $102-99.5% |