Filed December 8, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $610,254 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $231,487 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $173,080 |
NEPC, LLC7+ years Filed as: NEPC LLC Service code 16 BOX 4110 · WOBURN, MA 018884110 | Consulting | $93,750 |
PRICEWATERHOUSECOOPERS LLP6 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $47,894 |
AON CONSULTING2 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 50 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Direct Payment | $26,000 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN SANDERS LOCKERMAN & ASHMOR Service code 29 600 PEACHTREE STREET · ATLANTA, GA 30308 | Legal | $20,108 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant communication; Distributi... | $2,621 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,456 | $118,337+209.7% | $189,534+93.3% | $93,010+294.0% |
| Participation rate | 98.3% | 89.1%+9.2pp | 87.8%+10.5pp | 73.9%+24.4pp |
| Annual return | 14.89% | 21.77%-6.9pp | 555.39%-540.5pp | 158.70%-143.8pp |
| Employer contribution / active EE | $14,964 | $4,204+255.9% | $6,162+142.8% | $2,705+453.1% |
| Participant deferral / active EE | $12,573 | $7,123+76.5% | $8,220+52.9% | $4,561+175.7% |
| Admin fee / account holder | $279 | $100+179.7% | $12,049-97.7% | $152+83.8% |