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 |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,603 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $18,829 |
FLAHERTY SALMIN, LLP5 years Filed as: SALMIN,CELONA, WHERLE &FLAHERTY LLP Service code 10 · EIN 16-1451346 | Accounting | $8,000 |
LIFETIME BENEFIT SOLUTIONS8+ years Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $6,935 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,329 |
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 | $67,512 | $65,437+3.2% | $86,698-22.1% | $66,949+0.8% |
| Participation rate | 83.7% | 75.5%+8.2pp | 76.6%+7.1pp | 69.8%+13.9pp |
| Annual return | -17.44% | -10.91%-6.5pp | 35.96%-53.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $894 | $2,154-58.5% | $2,837-68.5% | $2,545-64.9% |
| Participant deferral / active EE | $3,926 | $4,102-4.3% | $4,656-15.7% | $4,239-7.4% |
| Admin fee / account holder | $311 | $642-51.5% | $7,492-95.8% | $594-47.5% |