Filed December 15, 2006 (most recent of 5 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS1+ years Service code 28 SIX NORTH PARK DRIVE, SUITE 208 · HUNT VALLEY, MD 21030 | Investment Management | $260,401 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $224,516 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $825 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INC. Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $49,085 | $37,213+31.9% | $156,551-68.6% | $63,975-23.3% |
| Participation rate | 51.0% | 65.0%-14.0pp | 84.0%-33.0pp | 71.1%-20.1pp |
| Annual return | -1.89% | 47.89%-49.8pp | 32.23%-34.1pp | 48.65%-50.5pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,054 | $2,070+47.5% | $4,871-37.3% | $3,356-9.0% |
| Admin fee / account holder | $169 | $56+199.7% | $13,028-98.7% | $70+139.7% |