Filed March 7, 2013
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 ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $1,084,479 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,199 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 49 420 LEXINGTON AVE., STE. 2220 · NEW YORK, NY 10170 | Other Services | $60,200 |
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 | $251,322 | $144,879+73.5% | $111,319+125.8% | $93,010+170.2% |
| Participation rate | 96.6% | 86.1%+10.4pp | 77.3%+19.3pp | 73.9%+22.7pp |
| Annual return | 14.40% | 18.11%-3.7pp | 54.68%-40.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $9,905 | $3,052+224.5% | $2,732+262.6% | $2,705+266.1% |
| Participant deferral / active EE | $10,281 | $5,576+84.4% | $4,488+129.1% | $4,561+125.4% |
| Admin fee / account holder | $281 | $104+171.4% | $7,966-96.5% | $152+85.3% |