Filed October 18, 2004
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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING Service code 27 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Advisory (Plan) | $46,059 |
Service code 10 PO BOX 14240 · NEW IBERIA, LA 705624240 | Accounting | $32,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $99,425 | $38,058+161.2% | $169,452-41.3% | $75,289+32.1% |
| Participation rate | 98.9% | 65.1%+33.8pp | 77.8%+21.1pp | 72.4%+26.5pp |
| Annual return | -4.38% | -2.88%-1.5pp | 1.83%-6.2pp | -0.04%-4.3pp |
| Employer contribution / active EE | $5,188 | $1,478+250.9% | $4,157+24.8% | $2,405+115.7% |
| Participant deferral / active EE | $7,051 | $3,201+120.3% | $5,277+33.6% | $3,739+88.6% |
| Admin fee / account holder | $32 | $85-62.1% | $9,110-99.6% | $102-68.4% |