Filed March 1, 2006 (most recent of 3 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 ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $152,963 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $50,293 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,809 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $167,105 | $68,062+145.5% | $185,854-10.1% | $106,520+56.9% |
| Participation rate | 27.9% | 75.2%-47.3pp | 81.7%-53.8pp | 71.3%-43.4pp |
| Annual return | 16.18% | 18.20%-2.0pp | 122.12%-105.9pp | 19.28%-3.1pp |
| Employer contribution / active EE | $1,755 | $1,997-12.1% | $5,169-66.0% | $2,840-38.2% |
| Participant deferral / active EE | $3,139 | $3,990-21.3% | $5,569-43.6% | $4,948-36.6% |
| Admin fee / account holder | $63 | $53+18.6% | $16,246-99.6% | $75-16.0% |