Filed October 18, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,948 |
Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 630 KENMOOR AVE SE STE 206 · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $30,623 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,056 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $3,760 |
Filed as: RAYMOND JAMES Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $1,128 |
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 | $107,481 | $88,122+22.0% | $141,197-23.9% | $67,582+59.0% |
| Participation rate | 97.0% | 76.5%+20.6pp | 82.5%+14.6pp | 71.3%+25.8pp |
| Annual return | 26.83% | 75.40%-48.6pp | 71.41%-44.6pp | 378.57%-351.7pp |
| Employer contribution / active EE | $6,926 | $3,224+114.8% | $4,736+46.2% | $2,148+222.5% |
| Participant deferral / active EE | $5,551 | $5,958-6.8% | $6,710-17.3% | $3,539+56.8% |
| Admin fee / account holder | $224 | $131+71.2% | $10,265-97.8% | $142+57.5% |