Filed August 27, 1992
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 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,693 |
Service code 55 · EIN 41-0944586 5665 PLAZA DR · CYPRESS, CA 90630 | Other Commissions | $17,467 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 13 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Contract Administrator | $14,180 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,656 | $46,722-34.4% | $130,660-76.5% | $65,185-53.0% |
| Participation rate | 59.6% | 60.9%-1.4pp | 71.7%-12.2pp | 70.2%-10.6pp |
| Annual return | 20.56% | 24.17%-3.6pp | 1709.29%-1688.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $731 | $1,488-50.9% | $4,092-82.1% | $2,177-66.4% |
| Participant deferral / active EE | $2,080 | $2,545-18.3% | $3,603-42.3% | $3,514-40.8% |
| Admin fee / account holder | $211 | $453-53.5% | $5,463-96.1% | $847-75.1% |