Filed August 14, 2009 (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 |
|---|---|---|
LION STREET ADVISORS LLC1 year Service code 27 515 CONGRESS ST STE 2500 · AUSTIN, TX 78701 | Advisory (Plan) | $27,181 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,912 |
Service code 49 · EIN 20-4785962 | Other Services | $7,277 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 W WHISPERING WIND DR STE 201 · PHOENIX, AZ 85085 | Other Fees | $3,280 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $448 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,353 | $79,519-12.8% | $95,964-27.7% | $73,412-5.5% |
| Participation rate | 97.9% | 81.2%+16.8pp | 77.1%+20.8pp | 72.2%+25.8pp |
| Annual return | 2.76% | 19.20%-16.4pp | 91.64%-88.9pp | 59.30%-56.5pp |
| Employer contribution / active EE | $6,126 | $2,048+199.2% | $2,541+141.1% | $2,234+174.3% |
| Participant deferral / active EE | $9,395 | $4,138+127.0% | $4,167+125.5% | $3,806+146.9% |
| Admin fee / account holder | $141 | $184-23.6% | $6,797-97.9% | $158-10.8% |