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 | $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).
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 | $105,017 | $38,510+172.7% | $74,549+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 | 32.54%-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% | $5,059-98.2% | $68+34.0% |