Filed June 14, 2017
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 |
|---|---|---|
ALPHAPOINT, INC.1 year Service code 27 2101 EAST COAST HIGHWAY · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $14,167 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,226 |
DAVID ROMANO3+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,475 |
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 | $64,318 | $53,925+19.3% | $75,501-14.8% | $69,631-7.6% |
| Participation rate | 68.5% | 71.2%-2.7pp | 72.4%-3.9pp | 70.7%-2.2pp |
| Annual return | 14.62% | 17.84%-3.2pp | 27.35%-12.7pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $482 | $1,802-73.3% | $2,352-79.5% | $2,032-76.3% |
| Participant deferral / active EE | $3,330 | $2,569+29.6% | $3,142+6.0% | $3,224+3.3% |
| Admin fee / account holder | $101 | $97+4.1% | $5,801-98.3% | $110-8.5% |