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 ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,274,319 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $314,262 |
THOMPSON HINE7+ years Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $39,830 |
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 20 · EIN 84-1455663 | Trustee (individual) | $23,137 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $20,611 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $9,035 |
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 | $158,121 | $143,889+9.9% | $189,534-16.6% | $106,520+48.4% |
| Participation rate | 87.9% | 89.1%-1.2pp | 87.8%+0.1pp | 71.3%+16.6pp |
| Annual return | 14.65% | 17.38%-2.7pp | 555.39%-540.7pp | 19.28%-4.6pp |
| Employer contribution / active EE | $5,509 | $4,416+24.7% | $6,162-10.6% | $2,840+94.0% |
| Participant deferral / active EE | $7,180 | $7,575-5.2% | $8,220-12.7% | $4,948+45.1% |
| Admin fee / account holder | $70 | $98-29.1% | $12,049-99.4% | $75-6.5% |