Filed November 13, 2012
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,136 |
JANNEY MONTGOMERY SCOTT LLC7+ years Service code 55 | Other Commissions | $17,641 |
Filed as: TROUT EBERSOLE & GROFF LLC Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $10,875 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 437 GRANT ST · PITTSBURGH, PA 15219 | Contract Administrator | $8,230 |
Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
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 | $45,223 | $61,166-26.1% | $185,837-75.7% | $79,393-43.0% |
| Participation rate | 99.4% | 66.6%+32.7pp | 81.7%+17.7pp | 70.7%+28.7pp |
| Annual return | 13.04% | 19.45%-6.4pp | 122.08%-109.0pp | 116.87%-103.8pp |
| Employer contribution / active EE | $2,278 | $2,321-1.8% | $5,168-55.9% | $2,428-6.2% |
| Participant deferral / active EE | $2,914 | $2,789+4.5% | $5,568-47.7% | $4,046-28.0% |
| Admin fee / account holder | $323 | $710-54.4% | $16,241-98.0% | $627-48.4% |