Filed August 21, 2017
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 | $45,835 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,200 |
MARKLEY ACTUARIAL SERVICES, INC.4+ years Service code 13 · EIN 23-2439467 26-28 W KING STREET · LANCASTER, PA 17603 | Contract Administrator | $125 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,047 | $37,196+56.1% | $154,114-62.3% | $55,725+4.2% |
| Participation rate | 96.2% | 64.1%+32.1pp | 83.0%+13.2pp | 70.9%+25.4pp |
| Annual return | -4.54% | 1319.68%-1324.2pp | 735.16%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,548 | $1,614-4.1% | $5,298-70.8% | $2,078-25.5% |
| Participant deferral / active EE | $4,187 | $2,068+102.5% | $5,081-17.6% | $3,356+24.8% |
| Admin fee / account holder | $118 | $102+16.5% | $13,411-99.1% | $115+2.7% |