Filed October 18, 2004
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 | $75,578 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 28 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Investment Management | $55,000 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $18,900 |
SQUIRE PATTON BOGGS (US) LLP4 years Filed as: SQUIRE PATTON BOGGS US LLP Service code 29 4900 KEY TOWER · CLEVELAND, OH 44114 | Legal | $7,962 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,547 | $93,131+127.1% | $106,554+98.5% | $86,828+143.6% |
| Participation rate | 89.0% | 81.4%+7.6pp | 76.1%+12.9pp | 72.3%+16.8pp |
| Annual return | 13.02% | 19.45%-6.4pp | 26.80%-13.8pp | 97.95%-84.9pp |
| Employer contribution / active EE | $5,905 | $2,895+103.9% | $2,819+109.4% | $2,406+145.4% |
| Participant deferral / active EE | $8,439 | $4,708+79.2% | $4,398+91.9% | $4,132+104.2% |
| Admin fee / account holder | $186 | $145+28.4% | $7,408-97.5% | $170+9.9% |