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 | $122,318 |
IMA WEALTH INC1 year Service code 27 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Advisory (Plan) | $53,485 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,568 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,377 | $81,537-10.0% | $149,721-51.0% | $69,634+5.4% |
| Participation rate | 86.8% | 86.1%+0.7pp | 87.1%-0.2pp | 70.7%+16.2pp |
| Annual return | 20.47% | 22.79%-2.3pp | 1501.67%-1481.2pp | 27572.26%-27551.8pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,444-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,786 | $4,994+15.9% | $6,568-11.9% | $3,224+79.5% |
| Admin fee / account holder | $217 | $107+102.8% | $11,282-98.1% | $110+96.2% |