Filed August 12, 2013 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $47,530 |
COMPENSATION & BENEFIT SOLUTIONS2+ years Filed as: COMPENSATION & BENEFITS SOLUTIONS Service code 16 · EIN 26-0586523 | Consulting | $43,408 |
COOK STREET CONSULTING2+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $40,000 |
SHERMAN & HOWARD2+ years Filed as: SHERMAN AND HOWARD Service code 29 · EIN 84-0420314 | Legal | $36,182 |
ANTON COLLINS MITCHELL LLP1+ years Service code 10 · EIN 01-0724563 | Accounting | $31,095 |
DREAM WISE MARKETING SOLUTIONS2+ years Service code 38 · EIN 16-1643592 | Participant Communication | $13,496 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,072 | $56,640+173.8% | $80,977+91.5% | $57,658+168.9% |
| Participation rate | 73.8% | 75.9%-2.1pp | 75.8%-2.1pp | 70.2%+3.5pp |
| Annual return | 7.36% | 19.97%-12.6pp | 17.11%-9.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,006 | $2,085+92.1% | $3,715+7.8% | $1,974+103.0% |
| Participant deferral / active EE | $6,859 | $4,944+38.7% | $5,696+20.4% | $3,061+124.1% |
| Admin fee / account holder | $334 | $87+283.9% | $5,517-93.9% | $95+253.7% |