Filed November 2, 2004 (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: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $8,680 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $8,074 |
OXFORD FINANCIAL GROUP, LTD5 years Filed as: OXFORD FINACIAL Service code 27 · EIN 35-1588335 | Advisory (Plan) | $5,643 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,611 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $669 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,127 | $59,448-72.9% | $93,696-82.8% | $74,459-78.3% |
| Participation rate | 95.3% | 59.6%+35.7pp | 68.7%+26.6pp | 67.2%+28.1pp |
| Annual return | 12.16% | 82.11%-69.9pp | 133.74%-121.6pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $505 | $1,266-60.1% | $2,422-79.2% | $2,626-80.8% |
| Participant deferral / active EE | $2,028 | $3,052-33.5% | $4,417-54.1% | $4,350-53.4% |
| Admin fee / account holder | $190 | $3,027-93.7% | $8,287-97.7% | $1,945-90.2% |