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 | $18,647 |
Filed as: IFP ADVISORS INC. Service code 27 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Advisory (Plan) | $14,981 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION STUDIO, LLC Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $8,593 |
WITHUMSMITH+BROWN, PC1 year Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 1450 BRICKELL AVE · MIAMI, FL 33131 | Accounting | $6,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $12 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,054 | $98,982-42.4% | $162,185-64.8% | $65,186-12.5% |
| Participation rate | 94.2% | 85.8%+8.4pp | 87.6%+6.6pp | 70.2%+24.0pp |
| Annual return | 17.44% | 24.84%-7.4pp | 115.61%-98.2pp | 29.39%-11.9pp |
| Employer contribution / active EE | $3,664 | $3,467+5.7% | $5,613-34.7% | $2,177+68.3% |
| Participant deferral / active EE | $6,388 | $5,384+18.6% | $7,297-12.5% | $3,514+81.8% |
| Admin fee / account holder | $314 | $596-47.4% | $10,844-97.1% | $847-63.0% |