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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,624 | $104,479+132.2% | $159,474+52.1% | $79,391+205.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.90% | 67.98%-54.1pp | 263.68%-249.8pp | 116.88%-103.0pp |
| Employer contribution / active EE | $7,368 | $3,417+115.6% | $4,831+52.5% | $2,428+203.5% |
| Participant deferral / active EE | $10,284 | $6,468+59.0% | $7,353+39.9% | $4,046+154.2% |
| Admin fee / account holder | $131 | $711-81.6% | $10,802-98.8% | $627-79.1% |