Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,033,284 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,203,646 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $162,045 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $38,312 |
HEWITT ASSOCIATES LLC2+ years Service code 99 PO BOX 95135 · CHICAGO, IL 606945135 | Other Fees | $33,691 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 27 PO BOX 5488 · BOSTON, MA 02206 | Advisory (Plan) | $5,787 |
QDRO CONSULTANTS COMPANY, LLC2+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $4,950 |
Service code 36 2343 N BECKLEY AVE · DALLAS, TX 75208 | Copying and duplicating; Participant ... | $3,063 |
Filed as: RHODES STAFFORD WINES CREATIVE INC Service code 99 14643 DALLAS PKWY STE 210 · DALLAS, TX 752540072 | Other Fees | $2,404 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,030 | $53,684+36.0% | $170,435-57.2% | $80,976-9.8% |
| Participation rate | 77.5% | 69.2%+8.3pp | 83.6%-6.1pp | 68.3%+9.2pp |
| Annual return | 18.07% | 25.97%-7.9pp | 205.94%-187.9pp | 22.91%-4.8pp |
| Employer contribution / active EE | $2,679 | $1,642+63.2% | $5,432-50.7% | $2,402+11.5% |
| Participant deferral / active EE | $3,531 | $3,017+17.1% | $4,939-28.5% | $3,848-8.2% |
| Admin fee / account holder | $87 | $46+88.4% | $13,881-99.4% | $67+29.4% |