Filed December 29, 1993 (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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $811,095 |
Filed as: QDRO CONSULTANTS CO LLC Service code 49 3071 PEARL ROAD · MEDINA, OH 44256 | Other Services | $75,900 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $0 |
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 | $184,992 | $106,520+73.7% | $453,569-59.2% | $106,520+73.7% |
| Participation rate | 96.1% | 71.3%+24.8pp | 78.0%+18.1pp | 71.3%+24.8pp |
| Annual return | 20.32% | 19.28%+1.0pp | 64.43%-44.1pp | 19.28%+1.0pp |
| Employer contribution / active EE | $5,009 | $2,840+76.4% | $4,072+23.0% | $2,840+76.4% |
| Participant deferral / active EE | $9,031 | $4,948+82.5% | $6,211+45.4% | $4,948+82.5% |
| Admin fee / account holder | $3 | $75-96.1% | $11,214-100.0% | $75-96.1% |