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.
| 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 | 651.19%-657.6pp | 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% |