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) | $1,104,399 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $245,229 |
COWEN & COMPANY LLC1 year Service code 71 · EIN 84-1702964 | Brokerage Fees | $67,597 |
ABEL NOSER SOLUTIONS1 year Filed as: ABEL NOSER LLC Service code 71 ONE BATTERY PARK PLAZA, 6TH FLOOR · NEW YORK, NY 10004 | Brokerage Fees | $48,706 |
THOMPSON HINE5+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $44,212 |
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 20 · EIN 84-1455663 | Trustee (individual) | $24,776 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $14,681 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 | Other investment fees and expenses; S... | $11,409 |
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 | $137,792 | $121,259+13.6% | $162,185-15.0% | $89,609+53.8% |
| Participation rate | 76.9% | 90.0%-13.2pp | 87.6%-10.7pp | 69.6%+7.3pp |
| Annual return | 42.84% | 22.23%+20.6pp | 115.61%-72.8pp | 33.65%+9.2pp |
| Employer contribution / active EE | $3,834 | $4,435-13.6% | $5,613-31.7% | $2,584+48.4% |
| Participant deferral / active EE | $4,758 | $6,620-28.1% | $7,297-34.8% | $4,222+12.7% |
| Admin fee / account holder | $70 | $101-30.8% | $10,844-99.4% | $72-2.6% |