Filed October 20, 2004
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 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $21,861 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,752 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,668 |
Filed as: VONLEHMAN & CO. Service code 10 4755 LAKE FOREST DR STE 100 · CINCINNATI, OH 452423838 | Accounting | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,404 | $36,916-39.3% | $156,551-85.7% | $57,658-61.1% |
| Participation rate | 32.3% | 63.4%-31.1pp | 84.0%-51.7pp | 70.2%-37.9pp |
| Annual return | 7.68% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $479 | $1,571-69.5% | $5,501-91.3% | $1,974-75.7% |
| Participant deferral / active EE | $667 | $1,926-65.3% | $4,871-86.3% | $3,061-78.2% |
| Admin fee / account holder | $40 | $82-51.5% | $13,028-99.7% | $95-57.7% |