Filed July 12, 2006
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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $123,964 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $60,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,546 |
REAGAN COMPANIES ASSET MGMT.2 years Filed as: REAGAN CONSULTING INC Service code 99 1 PIEDMONT CENTER STE 500 · ATLANTA, GA 30305 | Other Fees | $16,250 |
HINTON BURDICK, PLLC5+ years Service code 10 63 SOUTH 300 EAST SUITE 100 · ST GEORGE, UT 84770 | Accounting | $12,300 |
DURHAM JONES & PINEGAR3 years Service code 29 PO BOX 4050 · SALT LAKE CITY, UT 84110 | Legal | $2,648 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $51,670 | $95,776-46.1% | $162,163-68.1% | $77,787-33.6% |
| Participation rate | 95.3% | 88.6%+6.7pp | 87.6%+7.8pp | 73.2%+22.1pp |
| Annual return | 22.31% | 37.03%-14.7pp | 115.59%-93.3pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,464 | $3,874-62.2% | $5,614-73.9% | $2,504-41.6% |
| Participant deferral / active EE | $4,373 | $6,125-28.6% | $7,298-40.1% | $3,967+10.2% |
| Admin fee / account holder | $101 | $88+14.7% | $10,843-99.1% | $100+0.5% |