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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $2,181,935 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,333,494 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $172,321 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $18,626 |
Filed as: HURLOW WEALTH MGMT GROUP INC. Service code 26 · EIN 36-4510648 | Advisory (Participants) | $10,129 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,733 |
SYM FINANCIAL CORPORATION3 years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $6,937 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,367 | $68,062-4.0% | $185,851-64.8% | $106,520-38.6% |
| Participation rate | 95.2% | 75.2%+19.9pp | 81.7%+13.5pp | 71.3%+23.8pp |
| Annual return | 14.82% | 18.20%-3.4pp | 122.11%-107.3pp | 19.28%-4.5pp |
| Employer contribution / active EE | $2,254 | $1,997+12.8% | $5,168-56.4% | $2,840-20.7% |
| Participant deferral / active EE | $4,040 | $3,990+1.2% | $5,569-27.4% | $4,948-18.3% |
| Admin fee / account holder | $89 | $53+68.2% | $16,245-99.5% | $75+19.0% |