Filed December 30, 2005 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,506,318 |
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $672,571 |
COWEN & COMPANY LLC2 years Service code 50 · EIN 84-1702964 | Direct Payment | $20,989 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,488 | $123,048-37.0% | $81,988-5.5% | $106,273-27.1% |
| Participation rate | 82.7% | 65.1%+17.7pp | 69.3%+13.5pp | 70.8%+11.9pp |
| Annual return | 24.13% | 14.83%+9.3pp | 41.32%-17.2pp | 21.70%+2.4pp |
| Employer contribution / active EE | $3,206 | $3,893-17.6% | $2,499+28.3% | $2,722+17.8% |
| Participant deferral / active EE | $4,522 | $4,168+8.5% | $3,723+21.5% | $4,601-1.7% |
| Admin fee / account holder | $66 | $116-43.6% | $5,666-98.8% | $78-16.3% |