Filed September 9, 1992
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 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $168,678 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 8525 E ORCHARD ROAD, 10T3 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $117,081 |
BLACKROCK1 year Filed as: BLACKROCK EQUITY INDEX NL M Service code 52 · EIN 45-4368878 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK MSCI ACWI EX-US IMI INDEX Service code 52 · EIN 45-1538506 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK RUSSELL 2500 INDEX Service code 52 · EIN 46-0741542 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK US DEBT INDEX NL-W Service code 52 · EIN 45-3221265 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
Service code 52 · EIN 47-2484936 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 65 | Account Maintenance | $0 |
Filed as: DFA US TARGETED VALUE I Service code 52 · EIN 36-3129984 6300 BEE CAVE RD BLDG ONE · AUSTIN, TX 78746 | Indirect Investment Fees | $0 |
AB FUNDS1 year Filed as: FMI LARGE CAP Service code 52 · EIN 39-1393970 225 EAST MASON ST 3RD FLOOR · MILWAUKEE, WI 53202 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,732 | $159,202+75.1% | $97,995+184.4% | $77,958+257.5% |
| Participation rate | 99.1% | 91.5%+7.6pp | 82.4%+16.7pp | 71.6%+27.4pp |
| Annual return | 16.74% | 28.47%-11.7pp | 23.94%-7.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $4,546 | $4,224+7.6% | $4,158+9.3% | $2,310+96.7% |
| Participant deferral / active EE | $8,541 | $7,461+14.5% | $5,097+67.6% | $3,537+141.5% |
| Admin fee / account holder | $72 | $83-13.3% | $5,943-98.8% | $97-26.4% |