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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,500 |
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 | $92,112 | $67,598+36.3% | $75,906+21.3% | $77,775+18.4% |
| Participation rate | 79.6% | 69.6%+10.0pp | 69.3%+10.3pp | 73.2%+6.4pp |
| Annual return | 21.42% | 23.18%-1.8pp | 30.73%-9.3pp | 32.58%-11.2pp |
| Employer contribution / active EE | $2,557 | $2,430+5.2% | $2,501+2.2% | $2,504+2.1% |
| Participant deferral / active EE | $3,503 | $3,502+0.1% | $3,604-2.8% | $3,966-11.7% |
| Admin fee / account holder | $0 | $96-99.6% | $5,421-100.0% | $100-99.6% |