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 |
|---|---|---|
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $123,629 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,982 |
Filed as: PRIME PENSIONS INC Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Contract Administrator | $65,454 |
Filed as: IFP ADVISORS INC DBA INDEPENDENT Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA FLORIDA, FL 33607 | Advisory (Plan) | $23,417 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,958 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEA WOOD, KS 66211 | Advisory (Plan) | $12,944 |
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 | $134,817 | $78,419+71.9% | $133,956+0.6% | $73,409+83.7% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.8%+18.4pp | 72.2%+26.1pp |
| Annual return | 13.49% | 33.35%-19.9pp | 45.09%-31.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $6,367 | $2,044+211.6% | $3,919+62.5% | $2,234+185.1% |
| Participant deferral / active EE | $8,325 | $3,925+112.1% | $5,048+64.9% | $3,805+118.8% |
| Admin fee / account holder | $502 | $161+211.2% | $8,927-94.4% | $158+217.9% |