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 INC1 year Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $38,263 |
HUTCHINSON AND BLOODGOOD LLP5 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,000 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,840 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,869 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,624 | $104,475+132.2% | $159,436+52.2% | $79,386+205.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.90% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $7,368 | $3,417+115.6% | $4,829+52.6% | $2,427+203.5% |
| Participant deferral / active EE | $10,284 | $6,467+59.0% | $7,352+39.9% | $4,046+154.2% |
| Admin fee / account holder | $131 | $711-81.6% | $10,799-98.8% | $626-79.1% |