Filed February 8, 2012 (most recent of 2 filings on file)
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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $382,588 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $315,086 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $80,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 3077 W JEFFERSON ST · JOLIET, IL 60435 | Accounting | $15,300 |
FINDLEY1 year Filed as: FINDLEY DAVIES INC Service code 13 ONE SEAGATE STE 2050 · TOLEDO, OH 43604 | Contract Administrator | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,923 | $156,529-48.3% | $93,621-13.6% | $82,204-1.6% |
| Participation rate | 96.2% | 86.5%+9.7pp | 75.8%+20.4pp | 73.4%+22.8pp |
| Annual return | 19.71% | 20.36%-0.6pp | 32.76%-13.0pp | 26.31%-6.6pp |
| Employer contribution / active EE | $1,871 | $4,800-61.0% | $2,719-31.2% | $2,707-30.9% |
| Participant deferral / active EE | $3,837 | $6,674-42.5% | $4,070-5.7% | $4,246-9.6% |
| Admin fee / account holder | $123 | $65+90.3% | $7,890-98.4% | $76+63.0% |