Filed September 6, 2006
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 |
|---|---|---|
SECURITIES AMERICA INC5 years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $21,983 |
HUTCHINSON AND BLOODGOOD LLP4 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,000 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,720 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 55 | Other Commissions | $8,313 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,733 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 55 12325 PORT GRACE BLVE · LA VISTA, NE 68128 | Other Commissions | $0 |
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 | $226,361 | $99,957+126.5% | $149,745+51.2% | $73,497+208.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.61% | 53.87%-36.3pp | 276.72%-259.1pp | 28.51%-10.9pp |
| Employer contribution / active EE | $6,952 | $3,191+117.9% | $4,646+49.7% | $2,270+206.3% |
| Participant deferral / active EE | $8,842 | $6,073+45.6% | $6,843+29.2% | $3,740+136.4% |
| Admin fee / account holder | $77 | $551-86.1% | $9,312-99.2% | $513-85.1% |