Filed November 9, 2005
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,162 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,602 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $17,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,387 | $71,666-10.2% | $117,861-45.4% | $69,631-7.5% |
| Participation rate | 96.9% | 77.5%+19.4pp | 79.7%+17.3pp | 70.7%+26.2pp |
| Annual return | -10.07% | 18.86%-28.9pp | 335.11%-345.2pp | 27571.02%-27581.1pp |
| Employer contribution / active EE | $341 | $1,889-81.9% | $3,786-91.0% | $2,032-83.2% |
| Participant deferral / active EE | $2,956 | $3,340-11.5% | $4,482-34.0% | $3,224-8.3% |
| Admin fee / account holder | $190 | $120+58.1% | $8,021-97.6% | $110+72.3% |