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 | $51,736 |
Filed as: IFP ADVISORS INC. Service code 27 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Advisory (Plan) | $15,116 |
Filed as: HACKER JOHNSON & SMITH PA Service code 10 500 N WESTSHORE BOULEVARD · TAMPA, FL 33609 | Accounting | $10,000 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION STUDIO, LLC Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $8,701 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,324 | $79,523-38.0% | $140,019-64.8% | $56,289-12.4% |
| Participation rate | 94.0% | 85.7%+8.3pp | 87.5%+6.5pp | 69.9%+24.1pp |
| Annual return | 2.06% | 2.39%-0.3pp | 651.17%-649.1pp | -9.96%+12.0pp |
| Employer contribution / active EE | $2,939 | $3,350-12.3% | $5,605-47.6% | $2,111+39.2% |
| Participant deferral / active EE | $5,449 | $5,129+6.2% | $6,927-21.3% | $3,350+62.7% |
| Admin fee / account holder | $495 | $614-19.5% | $10,705-95.4% | $521-5.0% |