Filed October 18, 2004 (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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68,933 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 27 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $56,059 |
ARMSTRONG TEASDALE2 years Filed as: ARMSTRONG BANK Service code 99 1111 W BROADWAY · MUSKOGEE, OK 74401 | Other Fees | $11,847 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,056 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,205 | $81,537-11.4% | $149,721-51.8% | $69,631+3.7% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.3pp | 70.7%+28.7pp |
| Annual return | 13.97% | 22.79%-8.8pp | 1501.67%-1487.7pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $3,372 | $3,239+4.1% | $5,444-38.1% | $2,032+65.9% |
| Participant deferral / active EE | $4,925 | $4,994-1.4% | $6,568-25.0% | $3,224+52.8% |
| Admin fee / account holder | $182 | $107+70.6% | $11,282-98.4% | $110+65.1% |