Filed August 11, 1998
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 | $32,301 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON ST. · BOSTON, MA 02116 | Other Commissions | $12,194 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 13 7300 METRO BLVD. SUITE 450 · EDINA, MN 55439 | Contract Administrator | $2,952 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,672 | $56,640-37.0% | $78,002-54.3% | $55,167-35.3% |
| Participation rate | 84.7% | 73.3%+11.4pp | 75.5%+9.2pp | 69.0%+15.7pp |
| Annual return | 6.36% | 2868.48%-2862.1pp | 425.99%-419.6pp | 169.23%-162.9pp |
| Employer contribution / active EE | $26 | $1,724-98.5% | $2,470-98.9% | $1,963-98.7% |
| Participant deferral / active EE | $2,879 | $2,778+3.6% | $3,497-17.7% | $3,054-5.7% |
| Admin fee / account holder | $304 | $467-34.8% | $5,481-94.5% | $504-39.7% |