Filed January 25, 2005 (most recent of 2 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 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $54,082 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,686 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D. STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $7,964 |
WLR & ASSOCIATES, INC.1 year Service code 13 5500 77 CENTER DR STE 150 · CHARLOTT, NC 28217 | Contract Administrator | $250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,732 | $79,523-28.7% | $140,019-59.5% | $56,289+0.8% |
| Participation rate | 96.1% | 85.7%+10.4pp | 87.5%+8.6pp | 69.9%+26.2pp |
| Annual return | -6.88% | 2.39%-9.3pp | 651.17%-658.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,904 | $3,350-43.2% | $5,605-66.0% | $2,111-9.8% |
| Participant deferral / active EE | $3,674 | $5,129-28.4% | $6,927-47.0% | $3,350+9.7% |
| Admin fee / account holder | $377 | $614-38.6% | $10,705-96.5% | $521-27.6% |