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 | Advisory (Participants) | $5,944 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,057 | $65,223-84.6% | $80,022-87.4% | $55,727-82.0% |
| Participation rate | 73.5% | 80.6%-7.0pp | 75.8%-2.3pp | 70.9%+2.7pp |
| Annual return | -6.28% | 7.59%-13.9pp | 11.22%-17.5pp | 244.94%-251.2pp |
| Employer contribution / active EE | $2,776 | $2,544+9.1% | $2,468+12.5% | $2,078+33.5% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $114-86.3% | $6,521-99.8% | $115-86.5% |