Filed January 4, 1995
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: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $77,099 |
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 55 | Other Commissions | $68,280 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES Service code 13 · EIN 58-2380163 | Contract Administrator | $19,975 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 | Advisory (Plan) | $17,324 |
Filed as: EMPOWER RETIREMENT ADV SERV Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,389 |
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL Service code 55 · EIN 20-1741754 | Other Commissions | $0 |
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 | $33,712 | $56,443-40.3% | $83,848-59.8% | $55,725-39.5% |
| Participation rate | 91.4% | 72.0%+19.4pp | 76.1%+15.3pp | 70.9%+20.6pp |
| Annual return | -4.77% | 393.67%-398.4pp | 850.88%-855.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,670 | $2,682-37.7% | $3,631-54.0% | $2,078-19.6% |
| Participant deferral / active EE | $4,631 | $2,965+56.2% | $4,082+13.5% | $3,356+38.0% |
| Admin fee / account holder | $91 | $156-41.7% | $5,478-98.3% | $115-20.9% |