Filed April 26, 2002 (most recent of 8 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,128,137 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (securities); Direct paymen... | $1,015,703 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $462,024 |
RUBINBROWN LLP6+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $28,473 |
HUSCH BLACKWELL5 years Service code 29 · EIN 26-1688286 | Legal | $16,989 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $16,765 |
EVESTMENT ALLIANCE LLC1 year Filed as: EVESTMENT Service code 16 · EIN 90-0905513 | Consulting | $10,274 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,749 | $82,783+270.5% | $133,982+128.9% | $90,274+239.8% |
| Participation rate | 95.8% | 81.3%+14.5pp | 79.8%+16.0pp | 73.4%+22.5pp |
| Annual return | 10.73% | 21.89%-11.2pp | 45.10%-34.4pp | 53.97%-43.2pp |
| Employer contribution / active EE | $3,443 | $2,388+44.2% | $3,919-12.1% | $2,523+36.4% |
| Participant deferral / active EE | $6,623 | $4,291+54.4% | $5,047+31.2% | $4,231+56.6% |
| Admin fee / account holder | $95 | $93+2.1% | $8,930-98.9% | $114-16.8% |