Filed November 28, 2014
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 27 511 CLAYTON ST · DENVER, CO 80206 | Advisory (Plan) | $18,751 |
Filed as: DEMARS PENSION CONSULTING INC Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $11,225 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $7,100 |
Filed as: GREAT-WEST LIFE ANNUITY INS CO Service code 64 511 CLAYTON ST · DENVER, CO 80111 | Recordkeeping Fees | $6,291 |
NONE1 year Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,782 | $85,135+12.5% | $98,920-3.2% | $73,412+30.5% |
| Participation rate | 42.8% | 81.1%-38.3pp | 76.0%-33.2pp | 72.2%-29.4pp |
| Annual return | 14.97% | 19.14%-4.2pp | 196.47%-181.5pp | 59.30%-44.3pp |
| Employer contribution / active EE | $439 | $2,721-83.9% | $2,689-83.7% | $2,234-80.4% |
| Participant deferral / active EE | $2,033 | $4,349-53.3% | $4,245-52.1% | $3,806-46.6% |
| Admin fee / account holder | $123 | $139-11.9% | $6,643-98.2% | $158-22.3% |