Filed January 26, 2017
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 |
|---|---|---|
Service code 55 | Other Commissions | $27,423 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,413 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,212 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $270 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVENUE · BERKELEY HEIGHTS, NJ 07922 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,861 | $52,722-56.6% | $90,430-74.7% | $73,412-68.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 17.02% | 20.70%-3.7pp | 1293.73%-1276.7pp | 59.30%-42.3pp |
| Employer contribution / active EE | $2,095 | $1,872+11.9% | $3,262-35.8% | $2,234-6.2% |
| Participant deferral / active EE | $3,120 | $2,810+11.0% | $3,963-21.3% | $3,806-18.0% |
| Admin fee / account holder | $10 | $117-91.4% | $5,613-99.8% | $158-93.7% |