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 | $51,018 |
BFSG LLC2+ years Filed as: INTEROCEAN CAPITAL, LLC Service code 27 980 N MICHIGAN STE 1780 · CHICAGO, IL 60611 | Advisory (Plan) | $31,445 |
Service code 27 1101 W LAKE ST 1ST FL · CHICAGO, IL 60607 | Advisory (Plan) | $3,060 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $145 |
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 | $76,839 | $56,640+35.7% | $78,002-1.5% | $55,167+39.3% |
| Participation rate | 94.2% | 73.3%+20.8pp | 75.5%+18.6pp | 69.0%+25.2pp |
| Annual return | 6.65% | 2868.48%-2861.8pp | 425.99%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,110 | $1,724+80.4% | $2,470+25.9% | $1,963+58.5% |
| Participant deferral / active EE | $4,278 | $2,778+54.0% | $3,497+22.3% | $3,054+40.1% |
| Admin fee / account holder | $522 | $467+12.0% | $5,481-90.5% | $504+3.7% |