Filed November 5, 2008 (most recent of 3 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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,500 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,542 |
Filed as: SECURITY ADMINISTRATORS INC Service code 13 | Contract Administrator | $3,416 |
Service code 13 906 SPENCER STREET, SUITE 200 · SYRACUSE, NY 13204 | Contract Administrator | $1,200 |
Filed as: BENEFIT PLANS ADMINSITRATIVE SERVIC Service code 99 6 RHODES DR. STE 7 · UTICA, NY 13502 | Other Fees | $0 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,104 | $91,559-21.2% | $133,959-46.2% | $79,858-9.7% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.7pp |
| Annual return | 17.76% | 61.85%-44.1pp | 45.09%-27.3pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,601 | $3,734-30.3% | $5,047-48.5% | $3,740-30.5% |
| Admin fee / account holder | $330 | $6,321-94.8% | $8,928-96.3% | $5,306-93.8% |