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) | $259,485 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 8525 E ORCHARD ROAD, 10T3 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,966 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 P.O. BOX 52114 · PHOENIX, AZ 850722114 | Advisory (Participants) | $2,095 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 50 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Direct Payment | $1,800 |
BLACKROCK3 years Filed as: BLACKROCK EQUITY INDEX NL M Service code 52 · EIN 45-4368878 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK3 years Filed as: BLACKROCK MSCI ACWI EX-US IMI INDEX Service code 52 · EIN 27-3359978 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK3 years Filed as: BLACKROCK RUSSELL 2500 INDEX Service code 52 · EIN 46-0741542 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK3 years 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 |
DIMENSIONAL FUND ADVISORS3 years 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 |
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 | $256,209 | $168,477+52.1% | $105,387+143.1% | $77,775+229.4% |
| Participation rate | 98.0% | 91.6%+6.3pp | 82.6%+15.4pp | 73.2%+24.7pp |
| Annual return | 26.39% | 25.62%+0.8pp | 26.82%-0.4pp | 32.58%-6.2pp |
| Employer contribution / active EE | $5,406 | $4,957+9.1% | $4,213+28.3% | $2,504+115.9% |
| Participant deferral / active EE | $9,052 | $8,141+11.2% | $5,502+64.5% | $3,966+128.3% |
| Admin fee / account holder | $195 | $103+90.0% | $6,559-97.0% | $100+94.6% |