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 | $32,043 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $17,795 |
FLAHERTY SALMIN, LLP9+ years Filed as: FLAHERTY SALMIN LLP Service code 10 · EIN 16-1451346 | Accounting | $8,400 |
LIFETIME BENEFIT SOLUTIONS9+ years Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $5,935 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,894 | $76,112-0.3% | $96,544-21.4% | $71,529+6.1% |
| Participation rate | 89.8% | 74.4%+15.4pp | 76.0%+13.8pp | 67.9%+21.8pp |
| Annual return | 15.81% | 22.80%-7.0pp | 25.88%-10.1pp | 28.97%-13.2pp |
| Employer contribution / active EE | $224 | $2,248-90.1% | $2,966-92.5% | $2,590-91.4% |
| Participant deferral / active EE | $3,791 | $4,217-10.1% | $4,851-21.9% | $4,291-11.7% |
| Admin fee / account holder | $281 | $2,708-89.6% | $8,254-96.6% | $1,588-82.3% |