Filed February 21, 2010
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $239,950 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $400 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,726 | $110,699+13.6% | $177,839-29.3% | $90,274+39.3% |
| Participation rate | 87.0% | 88.3%-1.4pp | 87.7%-0.7pp | 73.4%+13.6pp |
| Annual return | 12.89% | 22.79%-9.9pp | 48.33%-35.4pp | 53.97%-41.1pp |
| Employer contribution / active EE | $3,317 | $4,118-19.5% | $5,919-44.0% | $2,523+31.5% |
| Participant deferral / active EE | $4,570 | $6,731-32.1% | $7,714-40.8% | $4,231+8.0% |
| Admin fee / account holder | $58 | $90-35.9% | $12,432-99.5% | $114-49.4% |