Filed August 7, 2007
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 | Advisory (Participants) | $2,811,437 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,043,658 |
Filed as: JPM SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $331,436 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $209,915 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $117,414 |
Filed as: GREAT-WEST RETIREMENT PLAN SERVICE Service code 15 · EIN 84-0467907 | Recordkeeping | $100,368 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $83,000 |
MERCER1 year Filed as: MERCER INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $59,395 |
THE WRITER, INC1 year Service code 99 · EIN 99-0381509 | Other Fees | $5,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$797,301 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $190,849 | $126,925+50.4% | $74,184+157.3% | $329,111-42.0% |
| Participation rate | 95.9% | 87.5%+8.3pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | 8.65% | 10.67%-2.0pp | 17.74%-9.1pp | 16.35%-7.7pp |
| Employer contribution / active EE | $7,185 | $3,536+103.2% | $2,370+203.1% | $2,303+211.9% |
| Participant deferral / active EE | $13,446 | $6,619+103.1% | $3,550+278.8% | $3,682+265.2% |
| Admin fee / account holder | $203 | $64+219.9% | $5,586-96.4% | $754-73.0% |