Filed November 5, 2009 (most recent of 2 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,619 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $56,250 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,854 | $71,666+39.3% | $117,861-15.3% | $69,631+43.4% |
| Participation rate | 95.9% | 77.5%+18.4pp | 79.7%+16.3pp | 70.7%+25.2pp |
| Annual return | 18.53% | 18.86%-0.3pp | 335.11%-316.6pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,547 | $1,889-18.1% | $3,786-59.1% | $2,032-23.9% |
| Participant deferral / active EE | $5,637 | $3,340+68.8% | $4,482+25.8% | $3,224+74.9% |
| Admin fee / account holder | $341 | $120+183.3% | $8,021-95.8% | $110+208.7% |