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 INC7+ years Filed as: TRIAD ADVISORS, INC. Service code 55 5185 PEACHTREE PKWY STE 280 · NORCROSS, GA 300926541 | Other Commissions | $46,978 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, GA 80111 | Investment Management | $24,483 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,646 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,830 | $48,166+51.2% | $96,583-24.6% | $93,010-21.7% |
| Participation rate | 29.8% | 65.1%-35.3pp | 69.8%-40.1pp | 73.9%-44.1pp |
| Annual return | 11.07% | 21.31%-10.2pp | 37.79%-26.7pp | 158.70%-147.6pp |
| Employer contribution / active EE | $309 | $1,070-71.1% | $2,357-86.9% | $2,705-88.6% |
| Participant deferral / active EE | $1,038 | $2,576-59.7% | $3,850-73.0% | $4,561-77.2% |
| Admin fee / account holder | $56 | $110-49.0% | $6,184-99.1% | $152-63.0% |