Filed November 9, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $730,466 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $90,825 |
Service code 99 24777 DENSO DR · SOUTHFIELD, MI 48033 | Other Fees | $77,400 |
WARNER NORCROSS & JUDD LLP1+ years Service code 27 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Advisory (Plan) | $70,375 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $11,625 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $262 |
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 | $99,088 | $30,072+229.5% | $64,101+54.6% | $67,505+46.8% |
| Participation rate | 96.7% | 59.4%+37.4pp | 68.2%+28.6pp | 71.2%+25.5pp |
| Annual return | 0.54% | 0.30%+0.2pp | 791.27%-790.7pp | 6.52%-6.0pp |
| Employer contribution / active EE | $3,764 | $725+419.2% | $1,820+106.8% | $2,173+73.2% |
| Participant deferral / active EE | $4,340 | $1,453+198.7% | $2,822+53.8% | $3,597+20.7% |
| Admin fee / account holder | $97 | $62+55.2% | $4,499-97.9% | $56+72.1% |