Filed November 4, 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,953 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $18,000 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $12,000 |
IFAM CAPITAL1+ years Filed as: IFAM CAPITAL LLC Service code 99 4102 S TIMBERLINE RD · FT COLLINS, CO 80525 | Other Fees | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,971 | $47,078+63.5% | $100,671-23.5% | $55,191+39.5% |
| Participation rate | 84.6% | 58.0%+26.6pp | 70.7%+13.9pp | 69.2%+15.5pp |
| Annual return | -0.23% | 0.65%-0.9pp | 20.43%-20.7pp | 10.78%-11.0pp |
| Employer contribution / active EE | $893 | $1,065-16.2% | $4,012-77.7% | $1,899-52.9% |
| Participant deferral / active EE | $4,346 | $2,038+113.2% | $3,144+38.2% | $3,046+42.7% |
| Admin fee / account holder | $304 | $153+98.1% | $4,850-93.7% | $91+234.5% |