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 | $120,693 |
THE LEADERS GROUP INC5+ years Service code 55 26 W DRY CREEK CIR #575 · LITTLETON, CO 80120 | Other Commissions | $54,580 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $17,325 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,559 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,268 | $47,456-69.9% | $172,739-91.7% | $77,787-81.7% |
| Participation rate | 78.2% | 66.3%+12.0pp | 82.6%-4.4pp | 73.2%+5.0pp |
| Annual return | 18.21% | 35.57%-17.4pp | 802.84%-784.6pp | 32.57%-14.4pp |
| Employer contribution / active EE | $271 | $1,574-82.8% | $5,143-94.7% | $2,504-89.2% |
| Participant deferral / active EE | $1,354 | $2,560-47.1% | $5,198-74.0% | $3,967-65.9% |
| Admin fee / account holder | $43 | $81-46.7% | $13,954-99.7% | $100-56.9% |