Filed October 18, 2004
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: HIGHLAND CONSULTING Service code 27 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Advisory (Plan) | $81,403 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,919 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $105,606 | $48,072+119.7% | $182,532-42.1% | $77,787+35.8% |
| Participation rate | 90.5% | 64.3%+26.2pp | 78.0%+12.5pp | 73.2%+17.2pp |
| Annual return | 24.52% | 31.26%-6.7pp | 148.54%-124.0pp | 32.57%-8.1pp |
| Employer contribution / active EE | $5,224 | $1,453+259.4% | $4,076+28.2% | $2,504+108.6% |
| Participant deferral / active EE | $7,339 | $3,209+128.7% | $5,524+32.9% | $3,967+85.0% |
| Admin fee / account holder | $54 | $131-58.7% | $8,592-99.4% | $100-45.8% |