Filed March 31, 2009
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,251 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33067 | Claims processing; Contract Administr... | $9,732 |
Service code 13 · EIN 23-2250214 215 W. CHURCH ROAD, SUITE 200 · KING OF PRUSSIA, PA 19406 | Contract Administrator | $9,622 |
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 | $75,435 | $98,982-23.8% | $162,163-53.5% | $65,185+15.7% |
| Participation rate | 91.6% | 85.8%+5.8pp | 87.6%+4.0pp | 70.2%+21.4pp |
| Annual return | 35.71% | 24.84%+10.9pp | 115.59%-79.9pp | 29.38%+6.3pp |
| Employer contribution / active EE | $2,679 | $3,467-22.7% | $5,614-52.3% | $2,177+23.1% |
| Participant deferral / active EE | $7,823 | $5,384+45.3% | $7,298+7.2% | $3,514+122.6% |
| Admin fee / account holder | $159 | $596-73.3% | $10,843-98.5% | $847-81.2% |