Filed July 12, 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 27 1980 DOMINION WAY STE 202 · COLORADO SPRINGS, CO 80918 | Advisory (Plan) | $16,289 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST CO Service code 19 · EIN 20-0937408 | Securities Custodian | $2,644 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,796 | $38,075+15.0% | $93,515-53.2% | $73,497-40.4% |
| Participation rate | 88.2% | 56.7%+31.5pp | 66.8%+21.4pp | 70.7%+17.5pp |
| Annual return | 9.90% | 17.59%-7.7pp | 78.21%-68.3pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,345 | $1,117+20.4% | $2,077-35.3% | $2,270-40.8% |
| Participant deferral / active EE | $3,672 | $2,012+82.5% | $3,129+17.4% | $3,740-1.8% |
| Admin fee / account holder | $82 | $351-76.6% | $5,235-98.4% | $513-84.0% |