Filed October 18, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,564 |
LINSCO/PRIVATE LEDGER CORP2+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $13,906 |
H BECK INC2+ years Service code 55 11140 ROCKVILLE PIKE 4TH FL · ROCKVILLE, MD 20852 | Other Commissions | $4,635 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,434 | $52,467-70.6% | $57,196-73.0% | $55,167-72.0% |
| Participation rate | 98.9% | 75.8%+23.1pp | 75.3%+23.6pp | 69.0%+29.9pp |
| Annual return | 6.30% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,967 | $2,830-30.5% | $3,096-36.5% | $3,054-35.6% |
| Admin fee / account holder | $171 | $269-36.4% | $3,141-94.6% | $504-66.1% |