Filed February 4, 2006 (most recent of 3 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: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,155,592 |
THOMPSON HINE4+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $63,139 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $56,872 |
COWEN & COMPANY LLC3 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $43,793 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 | Other investment fees and expenses; S... | $15,104 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $12,530 |
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 20 · EIN 84-1455663 | Trustee (individual) | $6,031 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,652 | $96,381+1.3% | $140,019-30.3% | $73,367+33.1% |
| Participation rate | 87.6% | 90.1%-2.5pp | 87.5%+0.1pp | 69.5%+18.1pp |
| Annual return | -6.37% | -4.30%-2.1pp | 651.15%-657.5pp | 173.45%-179.8pp |
| Employer contribution / active EE | $4,582 | $4,168+9.9% | $5,605-18.2% | $2,499+83.4% |
| Participant deferral / active EE | $5,784 | $6,186-6.5% | $6,927-16.5% | $4,033+43.4% |
| Admin fee / account holder | $63 | $100-37.4% | $10,705-99.4% | $68-8.5% |