Filed September 22, 1994
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 | $102,265 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $37,524 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,745 | $45,382-82.9% | $154,111-95.0% | $75,289-89.7% |
| Participation rate | 80.8% | 65.9%+14.9pp | 83.0%-2.2pp | 72.4%+8.4pp |
| Annual return | 8.03% | -0.47%+8.5pp | 735.18%-727.2pp | -0.04%+8.1pp |
| Employer contribution / active EE | $536 | $1,533-65.0% | $5,298-89.9% | $2,405-77.7% |
| Participant deferral / active EE | $1,056 | $2,384-55.7% | $5,081-79.2% | $3,739-71.8% |
| Admin fee / account holder | $71 | $89-20.4% | $13,411-99.5% | $102-30.5% |