Filed March 18, 2002
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EVOKE WEALTH LLC4 years Filed as: EVOKE ADVISORS Service code 27 · EIN 83-3323177 | Advisory (Plan) | $225,000 |
Service code 11 · EIN 26-1370698 | Actuarial | $182,135 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175,000 |
THE BANK OF NEW YORK MELLON6 years Filed as: U.S. BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $100,810 |
MITCHELL & TITUS, LLP10+ years Filed as: MITCHELL SILBERBERG & KNUPP LLP Service code 29 · EIN 95-1883538 | Legal | $30,755 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $28,000 |
Filed as: ARTHUR J GALLAGHER INS. BROKERS Service code 23 · EIN 94-3015711 | Insurance services | $18,910 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,947,442 | $419,767+363.9% | $754,582+158.1% | $419,767+363.9% |
| Participation rate | 0.0% | 79.5%-79.5pp | 66.1%-66.1pp | 79.5%-79.5pp |
| Annual return | 11.11% | 13.10%-2.0pp | 9.47%+1.6pp | 13.10%-2.0pp |
| Employer contribution / active EE | $56,180 | $15,831+254.9% | $26,910+108.8% | $15,831+254.9% |
| Participant deferral / active EE | $155 | $1,353-88.6% | $6,723-97.7% | $1,353-88.6% |
| Admin fee / account holder | $13,420 | $3,971+237.9% | $4,740+183.1% | $3,971+237.9% |