Filed November 9, 2005
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 |
|---|---|---|
FLAHERTY SALMIN, LLP2+ years Filed as: FLAHERTY SALMIN LLP Service code 10 · EIN 16-1451346 | Accounting | $13,825 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $13,718 |
LIFETIME BENEFIT SOLUTIONS2+ years Service code 13 · EIN 16-1171765 165 COURT STREET · ROCHESTER, NY 14647 | Contract Administrator | $7,616 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,975 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,243 | $60,165+16.8% | $74,184-5.3% | $55,167+27.3% |
| Participation rate | 60.6% | 74.2%-13.5pp | 76.6%-16.0pp | 69.0%-8.4pp |
| Annual return | 6.99% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,843 | $2,973-4.4% | $3,550-19.9% | $3,054-6.9% |
| Admin fee / account holder | $155 | $419-63.0% | $5,586-97.2% | $504-69.2% |