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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $559,497 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $236,947 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $80,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $13,472 |
LURIE, LLP1 year Filed as: LURIE LLP Service code 99 2501 WAYZATA BLVD · MINNEAPOLIS, MN 55405 | Other Fees | $7,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,550 | $153,507-43.0% | $106,554-17.8% | $101,555-13.8% |
| Participation rate | 96.9% | 86.3%+10.5pp | 76.1%+20.7pp | 74.5%+22.3pp |
| Annual return | 13.61% | 15.11%-1.5pp | 26.80%-13.2pp | 21.00%-7.4pp |
| Employer contribution / active EE | $2,219 | $4,668-52.5% | $2,819-21.3% | $2,972-25.3% |
| Participant deferral / active EE | $4,616 | $7,264-36.5% | $4,398+5.0% | $4,874-5.3% |
| Admin fee / account holder | $136 | $74+84.5% | $7,408-98.2% | $139-2.6% |