Filed December 1, 2006
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: N E W ADVISORY SERVICES LLC Service code 27 2200 DICKINSON RD UNIT 17A · DE PERE, WI 54115 | Advisory (Plan) | $25,206 |
GENEOS WEALTH MANAGEMENT INC2 years Service code 55 511 CLAYTON ST · DENVER, CO 80206 | Other Commissions | $15,546 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,824 | $74,347-61.2% | $93,621-69.2% | $67,582-57.3% |
| Participation rate | 74.8% | 80.6%-5.8pp | 75.8%-1.0pp | 71.3%+3.6pp |
| Annual return | 23.64% | 28.07%-4.4pp | 32.76%-9.1pp | 378.57%-354.9pp |
| Employer contribution / active EE | $71 | $2,583-97.2% | $2,719-97.4% | $2,148-96.7% |
| Participant deferral / active EE | $1,154 | $4,060-71.6% | $4,070-71.6% | $3,539-67.4% |
| Admin fee / account holder | $26 | $123-78.6% | $7,890-99.7% | $142-81.6% |