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 | $39,322 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $6,925 |
MARKLEY ACTUARIAL SERVICES, INC.6+ years Service code 13 · EIN 23-2439467 26-28 W KING STREET · LANCASTER, PA 17603 | Contract Administrator | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,254 | $52,293+49.6% | $178,498-56.2% | $73,412+6.6% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.8pp |
| Annual return | 14.91% | 34.75%-19.8pp | 151.09%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,793 | $1,735+3.3% | $5,011-64.2% | $2,234-19.7% |
| Participant deferral / active EE | $4,443 | $2,332+90.5% | $5,202-14.6% | $3,806+16.7% |
| Admin fee / account holder | $94 | $127-26.0% | $13,985-99.3% | $158-40.3% |