Filed October 18, 2004 (most recent of 2 filings on file)
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 | $10,749 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $0 |
Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $0 |
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 | $58,366 | $69,977-16.6% | $108,582-46.2% | $62,881-7.2% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.8pp | 69.3%+27.1pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $122 | $2,135-94.3% | $3,758-96.8% | $2,281-94.7% |
| Participant deferral / active EE | $4,306 | $3,165+36.1% | $4,311-0.1% | $3,203+34.4% |
| Admin fee / account holder | $46 | $5,076-99.1% | $7,645-99.4% | $4,296-98.9% |