Filed December 15, 2011
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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,878 |
Service code 13 7300 METRO BLVD. · EDINA, MN 55439 | Contract Administrator | $10,284 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $9,675 |
REDPATH AND COMPANY2 years Filed as: REDPATH AND COMPANY LTD Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $9,000 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $7,193 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $43,175 | $69,383-37.8% | $101,275-57.4% | $73,497-41.3% |
| Participation rate | 93.0% | 68.4%+24.6pp | 75.8%+17.2pp | 70.7%+22.3pp |
| Annual return | 18.09% | 18.46%-0.4pp | 46.48%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,421 | $2,628-46.0% | $3,660-61.2% | $2,270-37.4% |
| Participant deferral / active EE | $4,136 | $3,301+25.3% | $4,371-5.4% | $3,740+10.6% |
| Admin fee / account holder | $323 | $704-54.1% | $5,948-94.6% | $513-37.0% |