Filed January 25, 2011
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 | $46,646 |
SILVERSTONE ASSET MANAGEMENT INC1+ years Filed as: SILVERSTONE ASSET MGMT, INC Service code 27 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $24,222 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $5,576 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,158 | $47,969-37.1% | $85,969-64.9% | $52,331-42.4% |
| Participation rate | 89.1% | 61.7%+27.4pp | 76.5%+12.5pp | 68.1%+21.0pp |
| Annual return | -1.80% | -0.13%-1.7pp | 9.32%-11.1pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,644 | $1,460+12.6% | $3,474-52.7% | $1,882-12.6% |
| Participant deferral / active EE | $3,233 | $2,110+53.2% | $3,829-15.6% | $3,022+7.0% |
| Admin fee / account holder | $341 | $530-35.6% | $6,053-94.4% | $592-42.4% |