Filed May 10, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,639 |
T. E. LOTT AND COMPANY1 year Filed as: T.E. LOTT & COMPANY, P.A. Service code 10 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Accounting | $7,500 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $5,359 |
Service code 55 | Other Commissions | $3,894 |
Filed as: BENEFIT PLANS INC Service code 13 | Contract Administrator | $1,210 |
FINANCIAL WEST GROUP2 years Service code 55 4510 E THOUSAND OAKS BLVD · WESTLAKE VILLAGE, CA 91362 | Other Commissions | $1,162 |
Filed as: WESTERN INTERNATIONAL SECURITIES IN Service code 55 70 SOUTH LAKE AVE STE 700 · PASADENA, CA 91101 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,626 | $32,865-55.5% | $75,826-80.7% | $56,287-74.0% |
| Participation rate | 50.9% | 53.0%-2.1pp | 68.2%-17.4pp | 69.9%-19.0pp |
| Annual return | 8.85% | -5.01%+13.9pp | 1914.15%-1905.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $235 | $891-73.7% | $1,913-87.7% | $2,111-88.9% |
| Participant deferral / active EE | $938 | $1,683-44.2% | $2,862-67.2% | $3,350-72.0% |
| Admin fee / account holder | $0 | $185-100.0% | $4,726-100.0% | $521-100.0% |