Filed November 9, 2005 (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 8515 E. ORCHARD ROAD 10T2 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $938,963 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $309,966 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,772 |
Service code 49 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 554023901 | Other Services | $11,635 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,220 | $153,507+0.5% | $106,548+44.7% | $101,517+51.9% |
| Participation rate | 97.1% | 86.3%+10.8pp | 76.1%+21.0pp | 74.6%+22.6pp |
| Annual return | 11.94% | 15.11%-3.2pp | 26.80%-14.9pp | 21.00%-9.1pp |
| Employer contribution / active EE | $4,380 | $4,668-6.2% | $2,819+55.4% | $2,973+47.3% |
| Participant deferral / active EE | $6,485 | $7,264-10.7% | $4,398+47.4% | $4,873+33.1% |
| Admin fee / account holder | $159 | $74+115.7% | $7,407-97.9% | $139+13.9% |