Filed July 9, 2010
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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO5+ years Service code 25 | Directed Trustee | $17,455 |
MCCONNELL VALDES LLC5+ years Service code 29 | Legal | $13,189 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,643 |
WITHUMSMITH+BROWN, PC5+ years Filed as: FROST BROWN TODD, LLC Service code 29 P.O. BOX 5716 · CINCINNATI, OH 452015716 | Legal | $2,234 |
BELL BANK1 year Filed as: BELL LITHO, INC DBA DISTCOM Service code 99 1820 LUNT AVE · ELK GROVE VILLAGE, IL 60007 | Other Fees | $459 |
RESCARE INC1 year Filed as: RESCARE, INC Service code 99 9901 LINN STATION RD · LOUISVILLE, KY 40223 | Other Fees | $92 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,911 | $52,953-77.5% | $172,739-93.1% | $65,185-81.7% |
| Participation rate | 55.6% | 66.2%-10.6pp | 82.6%-27.1pp | 70.2%-14.6pp |
| Annual return | 15.22% | 30.12%-14.9pp | 802.84%-787.6pp | 29.38%-14.2pp |
| Employer contribution / active EE | $397 | $2,190-81.9% | $5,143-92.3% | $2,177-81.8% |
| Participant deferral / active EE | $493 | $2,471-80.1% | $5,198-90.5% | $3,514-86.0% |
| Admin fee / account holder | $380 | $472-19.5% | $13,954-97.3% | $847-55.1% |