Filed June 14, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,397 |
BFSG LLC1+ years Filed as: INTEROCEAN CAPITAL, LLC Service code 27 980 N MICHIGAN STE 1780 · CHICAGO, IL 60611 | Advisory (Plan) | $20,395 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 5345 ELMORE · DAVENPORT, IA 528073875 | Securities Custodian | $15,709 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $14,185 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $146 |
WEALTH MANAGEMENT SYSTEMS INC1+ years Filed as: IP WEALTH MANAGEMENT Service code 19 226 W ELDORADO · DECATUR, ID 62522 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,948 | $53,412+59.0% | $68,509+24.0% | $52,331+62.3% |
| Participation rate | 88.4% | 71.7%+16.7pp | 74.7%+13.7pp | 68.1%+20.3pp |
| Annual return | 0.57% | 3.42%-2.9pp | 8.27%-7.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,222 | $1,607+38.2% | $2,278-2.5% | $1,882+18.1% |
| Participant deferral / active EE | $4,025 | $2,688+49.8% | $3,382+19.0% | $3,022+33.2% |
| Admin fee / account holder | $559 | $461+21.4% | $5,275-89.4% | $592-5.5% |