Filed November 12, 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.
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 |
|---|---|---|
Service code 99 · EIN 20-2460078 2200 LAKESHORE DR, STE 250 · BIRMINGHAM, AL 35209 | Other Fees | $1,514 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,066 | $56,110-55.3% | $94,993-73.6% | $70,126-64.3% |
| Participation rate | 78.6% | 65.0%+13.6pp | 73.9%+4.7pp | 69.5%+9.0pp |
| Annual return | 12.85% | 51.02%-38.2pp | 27.14%-14.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $476 | $1,442-67.0% | $2,603-81.7% | $2,343-79.7% |
| Participant deferral / active EE | $3,048 | $2,391+27.5% | $3,317-8.1% | $3,332-8.5% |
| Admin fee / account holder | $11 | $3,456-99.7% | $4,960-99.8% | $4,645-99.8% |