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 & ANNUNITY INSURANC Service code 15 | Recordkeeping | $0 |
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 | $81,825 | $57,606+42.0% | $67,313+21.6% | $75,289+8.7% |
| Participation rate | 74.4% | 68.2%+6.2pp | 69.1%+5.3pp | 72.4%+2.0pp |
| Annual return | -5.75% | -0.47%-5.3pp | -4.08%-1.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,491 | $2,206+12.9% | $2,566-2.9% | $2,405+3.6% |
| Participant deferral / active EE | $3,344 | $3,195+4.7% | $3,568-6.3% | $3,739-10.5% |
| Admin fee / account holder | $0 | $83-99.7% | $4,507-100.0% | $102-99.7% |