Filed May 14, 2008
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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $261,992 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $105,584 |
Filed as: PRIME PENSIONS INC Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Contract Administrator | $55,900 |
Filed as: IFP ADVISORS INC DBA INDEPENDENT Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA FLORIDA, FL 33607 | Advisory (Plan) | $31,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,490 | $62,267+82.3% | $110,238+2.9% | $55,725+103.7% |
| Participation rate | 86.9% | 78.1%+8.8pp | 79.8%+7.1pp | 70.9%+16.1pp |
| Annual return | -4.89% | -1.07%-3.8pp | 314.74%-319.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,170 | $1,941+114.8% | $3,826+9.0% | $2,078+100.7% |
| Participant deferral / active EE | $7,512 | $3,516+113.6% | $4,672+60.8% | $3,356+123.9% |
| Admin fee / account holder | $509 | $121+320.9% | $8,547-94.0% | $115+341.8% |