Filed December 26, 1991
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, CO 80111 | Recordkeeping Fees | $11,295 |
NORTHWEST RETIREMENT PLANS, INC.2+ years Service code 13 | Contract Administrator | $10,130 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,251 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
NORTHWEST RETIREMENT PLANS, INC.2+ years Filed as: NORTHWEST RETIREMENT PLANS, INC Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,412 | $36,916+12.2% | $156,551-73.5% | $57,658-28.2% |
| Participation rate | 64.1% | 63.4%+0.6pp | 84.0%-20.0pp | 70.2%-6.2pp |
| Annual return | 7.01% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $673 | $1,571-57.1% | $5,501-87.8% | $1,974-65.9% |
| Participant deferral / active EE | $1,625 | $1,926-15.6% | $4,871-66.6% | $3,061-46.9% |
| Admin fee / account holder | $52 | $82-36.6% | $13,028-99.6% | $95-44.7% |