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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,001,414 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 94025 | Advisory (Plan) | $184,000 |
WARNER NORCROSS & JUDD LLP4+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $59,285 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $10,350 |
GUIDESPARK1 year Filed as: GUIDESPARK INC Service code 99 1350 WILLOW ROAD #201 · MENLO PARK, CA 94025 | Other Fees | $5,985 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,017 | $38,510+172.7% | $74,550+40.9% | $73,367+43.1% |
| Participation rate | 96.1% | 53.5%+42.6pp | 69.1%+26.9pp | 69.5%+26.6pp |
| Annual return | -5.00% | -0.94%-4.1pp | 32.53%-37.5pp | 173.45%-178.5pp |
| Employer contribution / active EE | $4,021 | $774+419.7% | $1,961+105.0% | $2,499+60.9% |
| Participant deferral / active EE | $4,936 | $1,421+247.4% | $3,108+58.8% | $4,033+22.4% |
| Admin fee / account holder | $92 | $52+76.4% | $5,060-98.2% | $68+34.0% |