Filed February 23, 1999
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 | $39,274 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 3030 N ROCKY POINT DRIVE W · TAMPA, FL 33607 | Advisory (Plan) | $11,620 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO, LLC Service code 13 209 SOUTH OLIVE AVENUE · WEST PALM BEACH, FL 33401 | Contract Administrator | $10,348 |
HACKER, JOHNSON & SMITH PA1+ years Filed as: HACKER, JOHNSON, SMITH Service code 10 500 N WESTSHORE BOULEVARD · TAMPA, FL 33609 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,251 | $82,028-48.5% | $123,105-65.7% | $59,633-29.1% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.5pp | 68.7%+26.6pp |
| Annual return | 5.41% | 5.12%+0.3pp | 13.22%-7.8pp | 2041.45%-2036.0pp |
| Employer contribution / active EE | $3,064 | $3,297-7.1% | $5,151-40.5% | $2,203+39.1% |
| Participant deferral / active EE | $5,200 | $4,667+11.4% | $6,229-16.5% | $3,192+62.9% |
| Admin fee / account holder | $450 | $5,879-92.3% | $9,014-95.0% | $4,297-89.5% |