Filed May 12, 2006
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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,893 |
T. E. LOTT AND COMPANY3 years Filed as: T. E. LOTT & COMPANY Service code 13 | Contract Administrator | $10,000 |
T. E. LOTT AND COMPANY3 years Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $1,050 |
GREAT-WET LIFE & ANNUITY INSURANCE3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $810 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,069 | $56,972+272.2% | $182,532+16.2% | $65,185+225.3% |
| Participation rate | 82.5% | 66.5%+16.0pp | 78.0%+4.5pp | 70.2%+12.3pp |
| Annual return | 22.04% | 27.67%-5.6pp | 148.54%-126.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $5,225 | $1,615+223.6% | $4,076+28.2% | $2,177+140.0% |
| Participant deferral / active EE | $8,861 | $3,526+151.3% | $5,524+60.4% | $3,514+152.2% |
| Admin fee / account holder | $109 | $528-79.4% | $8,592-98.7% | $847-87.2% |