Filed April 14, 2004
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: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,563 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,299 |
MBE WEALTH MANAGEMENT LLC3 years Service code 27 908 BROADWAY ST · BARABOO, WI 53913 | Advisory (Plan) | $19,301 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,301 |
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 | $114,060 | $52,293+118.1% | $178,503-36.1% | $73,412+55.4% |
| Participation rate | 86.6% | 65.3%+21.2pp | 81.9%+4.6pp | 72.2%+14.4pp |
| Annual return | 19.59% | 34.75%-15.2pp | 151.12%-131.5pp | 59.30%-39.7pp |
| Employer contribution / active EE | $2,450 | $1,736+41.1% | $5,011-51.1% | $2,234+9.7% |
| Participant deferral / active EE | $4,503 | $2,333+93.0% | $5,202-13.4% | $3,806+18.3% |
| Admin fee / account holder | $136 | $127+6.6% | $13,987-99.0% | $158-14.0% |