Filed November 8, 2002 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $563,756 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163,800 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $79,960 |
THE HORTON GROUP5 years Filed as: D R HORTON INC Service code 99 1341 HORTON CIR · ARLINGTON, TX 76011 | Other Fees | $31,400 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,983 | $65,673+26.4% | $109,191-24.0% | $106,520-22.1% |
| Participation rate | 98.1% | 82.6%+15.5pp | 75.9%+22.2pp | 71.3%+26.8pp |
| Annual return | 16.76% | 15.69%+1.1pp | 25.76%-9.0pp | 19.28%-2.5pp |
| Employer contribution / active EE | $2,950 | $4,042-27.0% | $3,723-20.8% | $2,840+3.9% |
| Participant deferral / active EE | $8,338 | $3,449+141.7% | $4,653+79.2% | $4,948+68.5% |
| Admin fee / account holder | $38 | $107-64.7% | $6,756-99.4% | $75-49.2% |