Filed June 24, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER(US) INC. Service code 24 99 HIGH STREET · BOSTON, MA 02110 | Discretionary Trustee | $41,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,312 |
SIKICH LLP4 years Service code 10 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $24,473 |
Service code 29 255 S ORANGEAVE STE 1300 · ORLANDO, FL 32801 | Legal | $425 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $28,003 | $50,169-44.2% | $149,740-81.3% | $80,187-65.1% |
| Participation rate | 83.9% | 64.3%+19.6pp | 78.8%+5.1pp | 72.9%+11.0pp |
| Annual return | 14.80% | 29.82%-15.0pp | 134.51%-119.7pp | 40.40%-25.6pp |
| Employer contribution / active EE | $2,393 | $1,869+28.0% | $4,821-50.4% | $2,980-19.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $25 | $153-83.6% | $13,222-99.8% | $145-82.7% |