Filed September 8, 2006
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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,947 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 · EIN 82-3719843 FUTURE PLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $9,380 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 | Contract Administrator | $8,966 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,141 |
Filed as: BANCWEST INVESTMENT SERVICES Service code 27 · EIN 13-3618472 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,219 | $78,636+7.1% | $105,607-20.3% | $74,459+13.1% |
| Participation rate | 84.6% | 72.8%+11.9pp | 75.3%+9.3pp | 67.2%+17.4pp |
| Annual return | 15.17% | 15.96%-0.8pp | 116.11%-100.9pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,142 | $2,523-54.8% | $3,167-64.0% | $2,626-56.5% |
| Participant deferral / active EE | $3,717 | $4,322-14.0% | $5,011-25.8% | $4,350-14.5% |
| Admin fee / account holder | $305 | $2,220-86.2% | $10,958-97.2% | $1,945-84.3% |