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.
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $121,644 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 111 WOOD AVE SOUTH · ISELIN, NJ 08830 | Accounting | $49,100 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $33,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
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 | $184,065 | $69,159+166.1% | $125,195+47.0% | $67,584+172.4% |
| Participation rate | 99.7% | 78.2%+21.5pp | 79.8%+19.9pp | 71.3%+28.4pp |
| Annual return | 20.75% | 27.12%-6.4pp | 43.79%-23.0pp | 378.59%-357.8pp |
| Employer contribution / active EE | $4,988 | $2,023+146.5% | $3,866+29.0% | $2,148+132.2% |
| Participant deferral / active EE | $8,335 | $3,700+125.3% | $4,937+68.8% | $3,540+135.5% |
| Admin fee / account holder | $170 | $142+20.2% | $9,704-98.2% | $142+19.7% |