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) | $151,943 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $77,498 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 99 PO BOX 5488 · BOSTON, MA 02206 | Other Fees | $4,714 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET · SPRINGFIELD, MA 658011190 | Accounting | $2,340 |
QDRO CONSULTANTS COMPANY, LLC3+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,896 | $45,382+12.2% | $154,110-67.0% | $75,289-32.4% |
| Participation rate | 78.6% | 65.9%+12.7pp | 83.0%-4.4pp | 72.4%+6.2pp |
| Annual return | -7.30% | -0.47%-6.8pp | 735.22%-742.5pp | -0.04%-7.3pp |
| Employer contribution / active EE | $2,175 | $1,533+41.9% | $5,298-59.0% | $2,405-9.6% |
| Participant deferral / active EE | $3,748 | $2,384+57.2% | $5,081-26.2% | $3,739+0.2% |
| Admin fee / account holder | $93 | $89+3.6% | $13,412-99.3% | $102-9.5% |