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 | $100,273 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $18,697 |
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 99 1011 REAMS FLEMING BLVD. · FRANKLIN, TN 37064 | Other Fees | $12,500 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 | Contract Administrator | $10,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $6,944 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,316 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $4,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,803 | $58,290-43.7% | $98,442-66.7% | $86,799-62.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 13.34% | 43.48%-30.1pp | 1492.73%-1479.4pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,160 | $2,008+7.6% | $2,960-27.0% | $2,405-10.2% |
| Participant deferral / active EE | $2,374 | $3,152-24.7% | $4,276-44.5% | $4,131-42.5% |
| Admin fee / account holder | $267 | $138+93.9% | $5,949-95.5% | $170+57.5% |