Filed July 22, 2006
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 | $47,118 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,334 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,667 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,644 | $31,424-8.8% | $81,478-64.8% | $69,631-58.9% |
| Participation rate | 82.2% | 50.8%+31.3pp | 68.0%+14.2pp | 70.7%+11.5pp |
| Annual return | 15.48% | 22.44%-7.0pp | 38.78%-23.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $755 | $1,029-26.6% | $2,568-70.6% | $2,032-62.8% |
| Participant deferral / active EE | $3,036 | $1,838+65.2% | $3,537-14.2% | $3,224-5.8% |
| Admin fee / account holder | $112 | $103+9.3% | $4,561-97.5% | $110+1.6% |