Filed December 5, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $448,074 |
MONTICELLO ASSOCIATES1 year Service code 27 1800 LARIMER ST · DENVER, CO 80202 | Advisory (Plan) | $279,539 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $270,365 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 12 · EIN 22-1211670 | Direct payment from the plan; Claims ... | $266,308 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE GROUP LLC Service code 27 · EIN 27-2635011 | Advisory (Plan) | $127,996 |
GEORGE JOHNSON & COMPANY5+ years Service code 10 · EIN 38-2029668 | Accounting | $64,450 |
FUND DIRECT ADVISORS4 years Filed as: FUND EVALUATION GROUP, LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $41,202 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 13.44% | 15.39%-1.9pp | 20.73%-7.3pp | 24.48%-11.0pp |
| Employer contribution / active EE | $973 | $7,237-86.6% | $36,503-97.3% | $9,418-89.7% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |