Filed March 4, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC4 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $49,544 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,535 |
LAUNCH CREDIT UNION3 years Service code 99 300 S PLUMOSA ST · MERRITT ISLAND, FL 32952 | Other Fees | $3,011 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,630 | $129,227-51.5% | $184,260-66.0% | $77,736-19.4% |
| Participation rate | 96.1% | 87.4%+8.8pp | 86.8%+9.3pp | 70.6%+25.6pp |
| Annual return | 15.26% | 33.24%-18.0pp | 28.84%-13.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $2,882 | $4,412-34.7% | $6,427-55.2% | $2,728+5.6% |
| Participant deferral / active EE | $4,987 | $7,307-31.7% | $9,133-45.4% | $4,651+7.2% |
| Admin fee / account holder | $336 | $256+31.4% | $13,898-97.6% | $433-22.4% |