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) | $1,708,031 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $886,053 |
COWEN & COMPANY LLC3 years Service code 50 · EIN 84-1702964 | Direct Payment | $15,364 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $1,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,024 | $130,338-35.5% | $85,708-2.0% | $106,520-21.1% |
| Participation rate | 87.8% | 64.6%+23.2pp | 69.9%+18.0pp | 71.3%+16.5pp |
| Annual return | 31.03% | 14.40%+16.6pp | 21.49%+9.5pp | 19.28%+11.7pp |
| Employer contribution / active EE | $4,214 | $3,864+9.1% | $2,618+61.0% | $2,840+48.4% |
| Participant deferral / active EE | $4,463 | $4,160+7.3% | $3,922+13.8% | $4,948-9.8% |
| Admin fee / account holder | $59 | $114-48.2% | $6,876-99.1% | $75-20.9% |