Filed June 20, 1995
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $16,324 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,253 |
WIDMER ROEL PC8+ years Service code 10 4334 18TH AVE S STE 101 · FARGO, ND 58103 | Accounting | $11,511 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $9,655 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $3,885 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,801 | $65,437-40.7% | $86,698-55.2% | $66,949-42.0% |
| Participation rate | 91.7% | 75.5%+16.3pp | 76.6%+15.2pp | 69.8%+21.9pp |
| Annual return | -18.22% | -10.91%-7.3pp | 35.96%-54.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $914 | $2,154-57.5% | $2,837-67.8% | $2,545-64.1% |
| Participant deferral / active EE | $2,330 | $4,102-43.2% | $4,656-50.0% | $4,239-45.0% |
| Admin fee / account holder | $186 | $642-71.0% | $7,492-97.5% | $594-68.7% |