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 | $36,991 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 3030 N ROCKY POINT DRIVE W · TAMPA, FL 33607 | Advisory (Plan) | $11,317 |
HACKER, JOHNSON & SMITH PA2+ years Filed as: HACKER, JOHNSON, SMITH Service code 10 500 N WESTSHORE BOULEVARD · TAMPA, FL 33609 | Accounting | $9,000 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO, LLC Service code 13 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $7,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,784 | $87,834-50.2% | $133,975-67.3% | $62,881-30.4% |
| Participation rate | 92.9% | 83.4%+9.6pp | 87.1%+5.9pp | 69.3%+23.6pp |
| Annual return | 7.93% | 12.05%-4.1pp | 29.29%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,869 | $3,482-17.6% | $5,211-45.0% | $2,281+25.8% |
| Participant deferral / active EE | $4,569 | $4,812-5.0% | $6,282-27.3% | $3,203+42.6% |
| Admin fee / account holder | $371 | $5,372-93.1% | $9,324-96.0% | $4,296-91.4% |