Filed September 6, 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 |
|---|---|---|
REDHAWK WEALTH ADVISORS1 year Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7700 FRANCE AVENUE S · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $16,366 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,346 |
HUTCHINSON AND BLOODGOOD LLP7 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,500 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $12,040 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $11,020 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,376 | $91,439+120.2% | $135,974+48.1% | $71,511+181.6% |
| Participation rate | 98.4% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 18.45% | 29.90%-11.5pp | 68.30%-49.9pp | 28.86%-10.4pp |
| Employer contribution / active EE | $10,455 | $3,705+182.2% | $4,859+115.2% | $2,589+303.8% |
| Participant deferral / active EE | $10,289 | $7,093+45.1% | $7,760+32.6% | $4,291+139.8% |
| Admin fee / account holder | $329 | $1,267-74.1% | $10,767-96.9% | $1,588-79.3% |