Filed June 29, 2010 (most recent of 2 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 · EIN 84-1532243 | Advisory (Plan) | $119,625 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,919 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $51,850 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 875 THIRD AVE · NEW YORK, NY 10022 | Advisory (Plan) | $48,269 |
Participant 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 | $110,508 | $174,559-36.7% | $105,387+4.9% | $67,584+63.5% |
| Participation rate | 94.5% | 88.2%+6.3pp | 82.6%+11.9pp | 71.3%+23.2pp |
| Annual return | 18.70% | 23.63%-4.9pp | 26.82%-8.1pp | 378.59%-359.9pp |
| Employer contribution / active EE | $2,967 | $4,874-39.1% | $4,213-29.6% | $2,148+38.1% |
| Participant deferral / active EE | $3,673 | $7,563-51.4% | $5,502-33.2% | $3,540+3.8% |
| Admin fee / account holder | $263 | $270-2.8% | $6,559-96.0% | $142+84.6% |