Filed November 5, 2008
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 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $6,335 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,375 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,148 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $628 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,575 | $46,072-68.4% | $69,779-79.1% | $55,167-73.6% |
| Participation rate | 87.0% | 67.5%+19.6pp | 71.8%+15.2pp | 69.0%+18.0pp |
| Annual return | 7.42% | 8.68%-1.3pp | 12.99%-5.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $616 | $1,500-58.9% | $2,338-73.7% | $1,963-68.6% |
| Participant deferral / active EE | $1,779 | $2,344-24.1% | $2,931-39.3% | $3,054-41.8% |
| Admin fee / account holder | $33 | $428-92.3% | $4,381-99.2% | $504-93.4% |