Filed December 28, 1992
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 |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC3 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $18,256 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,184 |
TG BENEFITS, INC.3 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,060 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,010 | $69,383+16.8% | $101,275-20.0% | $73,497+10.2% |
| Participation rate | 90.3% | 68.4%+21.9pp | 75.8%+14.5pp | 70.7%+19.6pp |
| Annual return | 17.25% | 18.46%-1.2pp | 46.48%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $4,681 | $2,628+78.1% | $3,660+27.9% | $2,270+106.2% |
| Participant deferral / active EE | $2,011 | $3,301-39.1% | $4,371-54.0% | $3,740-46.2% |
| Admin fee / account holder | $71 | $704-89.9% | $5,948-98.8% | $513-86.2% |