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 | $92,465 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $35,000 |
EISNERAMPER LLP1 year Service code 10 733 THIRD AVENUE · NEW YORK, NY 100172703 | Accounting | $13,832 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,595 | $86,225+169.8% | $146,649+58.6% | $86,828+167.9% |
| Participation rate | 98.7% | 78.0%+20.7pp | 80.1%+18.7pp | 72.3%+26.4pp |
| Annual return | 13.88% | 31.23%-17.3pp | 22.75%-8.9pp | 97.95%-84.1pp |
| Employer contribution / active EE | $6,287 | $2,392+162.8% | $4,137+52.0% | $2,406+161.3% |
| Participant deferral / active EE | $9,927 | $4,245+133.9% | $5,506+80.3% | $4,132+140.3% |
| Admin fee / account holder | $121 | $195-38.2% | $10,281-98.8% | $170-28.8% |