Filed March 21, 2006 (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.
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 |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,206,855 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,391 |
MZ KARK & ASSOCIATES1 year Filed as: M Z KARK & ASSOCIATES INC Service code 71 · EIN 84-0841824 | Brokerage Fees | $15,630 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $9,170 |
PHYSICIAN WEALTH SOLUTIONS4 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $5,250 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $2,259 |
SHARIAPORTFOLIO INC4 years Service code 71 · EIN 47-2224652 | Brokerage Fees | $646 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,263 | $68,062+23.8% | $185,854-54.7% | $106,520-20.9% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.7%+17.1pp | 71.3%+27.4pp |
| Annual return | 21.24% | 18.20%+3.0pp | 122.12%-100.9pp | 19.28%+2.0pp |
| Employer contribution / active EE | $3,406 | $1,997+70.5% | $5,169-34.1% | $2,840+19.9% |
| Participant deferral / active EE | $4,381 | $3,990+9.8% | $5,569-21.3% | $4,948-11.4% |
| Admin fee / account holder | $53 | $530% | $16,246-99.7% | $75-29.3% |