Filed September 28, 1992
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 |
|---|---|---|
KRPG ADVISORS LLC1 year Service code 27 9711 WASHINGTONIAN BLVD · GAITHERSBURG, MD 20878 | Advisory (Plan) | $30,692 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,875 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,226 |
GREENLEAF TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 99 286 BROAD STREET · RED BANK, NJ 07701 | Other Fees | $2,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,957 | $53,925-7.4% | $75,501-33.8% | $69,631-28.3% |
| Participation rate | 59.4% | 71.2%-11.8pp | 72.4%-12.9pp | 70.7%-11.2pp |
| Annual return | 14.22% | 17.84%-3.6pp | 27.35%-13.1pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $449 | $1,802-75.1% | $2,352-80.9% | $2,032-77.9% |
| Participant deferral / active EE | $1,960 | $2,569-23.7% | $3,142-37.6% | $3,224-39.2% |
| Admin fee / account holder | $32 | $97-67.4% | $5,801-99.5% | $110-71.3% |