Filed November 9, 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $786,210 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $129,525 |
WARNER NORCROSS & JUDD LLP2+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $64,260 |
DELOITTE & TOUCHE LLP1 year Service code 10 PO BOX 7247-6446 · PHILADELPHIA, PA 191706446 | Accounting | $36,900 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $11,278 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $212 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,828 | $38,963+158.8% | $71,796+40.4% | $329,111-69.4% |
| Participation rate | 98.2% | 53.8%+44.4pp | 69.1%+29.0pp | 67.9%+30.3pp |
| Annual return | 7.43% | 9.85%-2.4pp | 78.04%-70.6pp | 16.35%-8.9pp |
| Employer contribution / active EE | $3,906 | $758+415.3% | $1,924+103.0% | $2,303+69.6% |
| Participant deferral / active EE | $4,561 | $1,286+254.6% | $2,794+63.2% | $3,682+23.9% |
| Admin fee / account holder | $93 | $50+84.9% | $4,815-98.1% | $754-87.6% |