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 | $25,070 |
Filed as: IFP ADVISORS INC. Service code 27 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Advisory (Plan) | $12,332 |
WITHUMSMITH+BROWN, PC2 years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 1450 BRICKELL AVE · MIAMI, FL 33131 | Accounting | $6,265 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION STUDIO, LLC Service code 13 | Contract Administrator | $6,123 |
Service code 27 4680 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $4,518 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO Service code 13 1226 OMAR RD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,190 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $618 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $337 |
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 | $67,554 | $136,307-50.4% | $177,848-62.0% | $73,497-8.1% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.7%+5.3pp | 70.7%+22.3pp |
| Annual return | 12.61% | 18.68%-6.1pp | 48.33%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $3,611 | $3,712-2.7% | $5,919-39.0% | $2,270+59.1% |
| Participant deferral / active EE | $7,041 | $5,829+20.8% | $7,714-8.7% | $3,740+88.3% |
| Admin fee / account holder | $425 | $596-28.6% | $12,431-96.6% | $513-17.1% |