Filed January 22, 2008
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 | $74,923 |
THE LEADERS GROUP INC3+ years Service code 55 26 W DRY CREEK CIR #575 · LITTLETON, CO 80120 | Other Commissions | $52,349 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,041 | $44,989-66.6% | $170,435-91.2% | $77,958-80.7% |
| Participation rate | 74.4% | 64.6%+9.8pp | 83.6%-9.2pp | 71.6%+2.8pp |
| Annual return | 14.07% | 19.61%-5.5pp | 205.94%-191.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $210 | $1,466-85.6% | $5,432-96.1% | $2,310-90.9% |
| Participant deferral / active EE | $1,230 | $2,208-44.3% | $4,939-75.1% | $3,537-65.2% |
| Admin fee / account holder | $27 | $69-61.6% | $13,881-99.8% | $97-72.8% |