Filed July 20, 1
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $108,947 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $93,204 |
Service code 10 · EIN 22-3189064 | Accounting | $46,750 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $36,225 |
Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $30,000 |
NUKK-FREEMAN & CERRA PC1 year Service code 10 26 MAIN ST STE 301 · CHATHAM, NJ 07928 | Accounting | $4,445 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $150,515 | $107,378+40.2% | $108,579+38.6% | $57,658+161.0% |
| Participation rate | 96.8% | 77.1%+19.7pp | 79.6%+17.3pp | 70.2%+26.6pp |
| Annual return | 8.90% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $4,333 | $1,782+143.2% | $3,758+15.3% | $1,974+119.5% |
| Participant deferral / active EE | $7,555 | $3,221+134.6% | $4,311+75.2% | $3,061+146.8% |
| Admin fee / account holder | $245 | $108+126.2% | $7,645-96.8% | $95+159.6% |