Filed January 6, 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 |
|---|---|---|
ADVISORNET FINANCIAL2 years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S · MINNEAPOLIS, MN 55415 | Advisory (Plan) | $10,183 |
Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 7300 METRO BLVD · EDINA, MN 55439 | Contract Administrator | $8,071 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,072 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 | Contract Administrator | $3,086 |
Filed as: ADVISED ASSSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,354 | $84,936-73.7% | $111,308-79.9% | $79,391-71.8% |
| Participation rate | 86.8% | 75.9%+11.0pp | 77.3%+9.5pp | 70.7%+16.1pp |
| Annual return | 8.81% | 17.45%-8.6pp | 54.67%-45.9pp | 116.88%-108.1pp |
| Employer contribution / active EE | $1,142 | $1,979-42.3% | $2,732-58.2% | $2,428-53.0% |
| Participant deferral / active EE | $1,092 | $3,888-71.9% | $4,487-75.7% | $4,046-73.0% |
| Admin fee / account holder | $155 | $537-71.2% | $7,965-98.1% | $627-75.3% |