Filed October 19, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,681 |
TRUENORTH, INC.2+ years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $59,581 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,837 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,806 | $71,802-9.7% | $133,975-51.6% | $57,661+12.4% |
| Participation rate | 85.5% | 85.5%+0.1pp | 87.1%-1.5pp | 70.2%+15.3pp |
| Annual return | 13.71% | 13.51%+0.2pp | 29.29%-15.6pp | 5.13%+8.6pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,232 | $4,606+13.6% | $6,282-16.7% | $3,061+70.9% |
| Admin fee / account holder | $175 | $88+99.2% | $9,324-98.1% | $95+84.7% |