Filed October 19, 2004
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,628 |
TRUENORTH, INC.1+ years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $57,716 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $940 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,028 | $68,413-15.2% | $123,105-52.9% | $55,191+5.1% |
| Participation rate | 82.5% | 84.5%-2.0pp | 86.8%-4.2pp | 69.2%+13.4pp |
| Annual return | 2.96% | 6.30%-3.3pp | 13.22%-10.3pp | 10.78%-7.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,379 | $4,490+19.8% | $6,229-13.7% | $3,046+76.6% |
| Admin fee / account holder | $169 | $88+93.0% | $9,014-98.1% | $91+86.7% |