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 | $827,173 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $143,144 |
WARNER NORCROSS & JUDD LLP3+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $64,260 |
DELOITTE & TOUCHE LLP2 years Service code 10 PO BOX 7247-6446 · PHILADELPHIA, PA 191706446 | Accounting | $37,500 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $10,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $369 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,461 | $39,909+191.8% | $78,775+47.8% | $80,976+43.8% |
| Participation rate | 98.0% | 55.7%+42.3pp | 69.2%+28.8pp | 68.3%+29.7pp |
| Annual return | 18.39% | 23.47%-5.1pp | 35.62%-17.2pp | 22.91%-4.5pp |
| Employer contribution / active EE | $3,897 | $778+401.0% | $1,986+96.3% | $2,402+62.2% |
| Participant deferral / active EE | $4,776 | $1,359+251.4% | $2,958+61.4% | $3,848+24.1% |
| Admin fee / account holder | $93 | $50+87.9% | $5,132-98.2% | $67+38.5% |