Filed January 21, 2001
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 |
|---|---|---|
TRIAD ADVISORS INC4+ years Filed as: TRIAD ADVISORS, INC. Service code 55 5185 PEACHTREE PKWY STE 280 · NORCROSS, GA 300926541 | Other Commissions | $39,274 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, GA 80111 | Investment Management | $12,271 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,388 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,407 | $33,780+69.9% | $74,549-23.0% | $75,289-23.8% |
| Participation rate | 32.4% | 62.7%-30.3pp | 69.1%-36.8pp | 72.4%-40.1pp |
| Annual return | -5.14% | -1.24%-3.9pp | 32.54%-37.7pp | -0.04%-5.1pp |
| Employer contribution / active EE | $263 | $845-68.9% | $1,961-86.6% | $2,405-89.1% |
| Participant deferral / active EE | $869 | $1,890-54.0% | $3,108-72.0% | $3,739-76.8% |
| Admin fee / account holder | $39 | $86-55.3% | $5,059-99.2% | $102-62.3% |