Filed July 27, 2011 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADV. SERVICES Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENVILLAGE, CO 80111 | Investment Management | $38,304 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 P. O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $20,377 |
ACTUARIAL BENEFITS CORP1+ years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $16,363 |
Filed as: IFP ADVISORS INC Service code 27 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Plan) | $16,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $101,579 | $58,828+72.7% | $78,002+30.2% | $62,881+61.5% |
| Participation rate | 86.5% | 71.1%+15.5pp | 75.5%+11.0pp | 69.3%+17.2pp |
| Annual return | 9.85% | 17.16%-7.3pp | 425.99%-416.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $5,353 | $1,672+220.2% | $2,470+116.7% | $2,281+134.7% |
| Participant deferral / active EE | $18,697 | $2,686+596.2% | $3,497+434.7% | $3,203+483.7% |
| Admin fee / account holder | $561 | $4,393-87.2% | $5,481-89.8% | $4,296-86.9% |