Filed February 21, 2006 (most recent of 4 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 · EIN 84-1532243 | Advisory (Participants) | $713,436 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $529,733 |
PIVOT POINT CAPITAL MANAGEMENT2+ years Service code 26 · EIN 20-0776639 | Advisory (Participants) | $17,335 |
BEDEL FINANCIAL CONSULTING INC2+ years Service code 26 · EIN 35-1892261 | Advisory (Participants) | $11,083 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $8,811 |
Filed as: VALEO FINANCIAL ADVISORS, LLC Service code 26 · EIN 03-0519130 | Advisory (Participants) | $5,128 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,385 | $49,270-1.8% | $156,551-69.1% | $329,111-85.3% |
| Participation rate | 95.7% | 68.1%+27.6pp | 84.0%+11.7pp | 67.9%+27.9pp |
| Annual return | 9.28% | 23.25%-14.0pp | 32.23%-22.9pp | 16.35%-7.1pp |
| Employer contribution / active EE | $2,000 | $1,534+30.4% | $5,501-63.6% | $2,303-13.2% |
| Participant deferral / active EE | $3,139 | $2,920+7.5% | $4,871-35.6% | $3,682-14.7% |
| Admin fee / account holder | $86 | $51+71.0% | $13,028-99.3% | $754-88.5% |