Filed November 9, 2005
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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $49,294 |
GARY MCGEE & CO. LLP1 year Filed as: GARY MCGEE & CO LLP Service code 10 1000 SW BROADWAY STE 1200 · PORTLAND, OR 97205 | Accounting | $18,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,280 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,239 | $100,923+29.0% | $150,045-13.2% | $74,304+75.3% |
| Participation rate | 81.8% | 70.1%+11.7pp | 82.3%-0.5pp | 60.3%+21.5pp |
| Annual return | 16.95% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $5,870 | $3,463+69.5% | $4,693+25.1% | $2,241+161.9% |
| Participant deferral / active EE | $6,967 | $6,709+3.8% | $7,997-12.9% | $3,767+84.9% |
| Admin fee / account holder | $319 | $2,767-88.5% | $13,435-97.6% | $2,969-89.2% |