Filed June 24, 2005
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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,830 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,184 |
PAVILLION ADVISORY GROUP, INC.1+ years Filed as: PAVILLION ADVISORY GROUP INC Service code 24 227 W MONROE STREET SUITE 2020 · CHICAGO, IL 60606 | Discretionary Trustee | $24,375 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOT WILL & EMERLY LLP Service code 29 227 WEST MONROE ST SUITE 4400 · CHICAGO, IL 60606 | Legal | $22,711 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $148 |
Employer contribution per participant 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 | $25,787 | $37,039-30.4% | $147,618-82.5% | $59,188-56.4% |
| Participation rate | 84.2% | 63.8%+20.4pp | 84.6%-0.4pp | 69.4%+14.8pp |
| Annual return | 2.05% | 7.19%-5.1pp | 61.98%-59.9pp | 5.51%-3.5pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,668 | $2,094+27.4% | $4,895-45.5% | $3,265-18.3% |
| Admin fee / account holder | $33 | $60-45.1% | $11,612-99.7% | $92-64.2% |