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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,205,339 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $681,465 |
PIVOT POINT CAPITAL MANAGEMENT4+ years Service code 26 · EIN 20-0776639 | Advisory (Participants) | $20,049 |
VALEO FINANCIAL ADVISORS LLC3 years Filed as: VALEO FINANCIAL ADVISORS, LLC Service code 26 · EIN 03-0519130 | Advisory (Participants) | $18,322 |
BEDEL FINANCIAL CONSULTING INC4+ years Service code 26 · EIN 35-1892261 | Advisory (Participants) | $6,401 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Investment management fees paid direc... | $6,257 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,623 | $46,969-9.3% | $154,110-72.3% | $73,367-41.9% |
| Participation rate | 94.7% | 72.4%+22.3pp | 83.0%+11.7pp | 69.5%+25.2pp |
| Annual return | -5.34% | 821.68%-827.0pp | 735.22%-740.6pp | 173.45%-178.8pp |
| Employer contribution / active EE | $3,283 | $1,723+90.5% | $5,298-38.0% | $2,499+31.4% |
| Participant deferral / active EE | $3,423 | $3,162+8.2% | $5,081-32.6% | $4,033-15.1% |
| Admin fee / account holder | $70 | $47+49.8% | $13,412-99.5% | $68+2.1% |