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) | $148,604 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $71,586 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $56,910 |
HEWITT ASSOCIATES LLC2+ years Service code 50 PO BOX 95135 · CHICAGO, IL 606945135 | Direct Payment | $6,306 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $757 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 99 PO BOX 5488 · BOSTON, MA 02206 | Other Fees | $494 |
QDRO CONSULTANTS COMPANY, LLC2+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $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 | $69,294 | $44,989+54.0% | $170,435-59.3% | $77,958-11.1% |
| Participation rate | 80.5% | 64.6%+15.9pp | 83.6%-3.1pp | 71.6%+8.8pp |
| Annual return | 15.20% | 19.61%-4.4pp | 205.94%-190.7pp | 20.87%-5.7pp |
| Employer contribution / active EE | $2,603 | $1,466+77.6% | $5,432-52.1% | $2,310+12.7% |
| Participant deferral / active EE | $4,218 | $2,208+91.1% | $4,939-14.6% | $3,537+19.3% |
| Admin fee / account holder | $120 | $69+74.6% | $13,881-99.1% | $97+23.7% |