Filed March 8, 1994
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $117,780 |
COWEN & COMPANY LLC2 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $6,357 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Other investment fees and expenses; S... | $2,847 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
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 | $70,220 | $90,410-22.3% | $91,004-22.8% | $77,958-9.9% |
| Participation rate | 81.7% | 86.4%-4.7pp | 75.6%+6.1pp | 71.6%+10.1pp |
| Annual return | 9.03% | 21.34%-12.3pp | 4.60%+4.4pp | 20.87%-11.8pp |
| Employer contribution / active EE | $1,783 | $3,392-47.4% | $2,456-27.4% | $2,310-22.8% |
| Participant deferral / active EE | $2,979 | $4,816-38.1% | $3,548-16.0% | $3,537-15.8% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |