Filed April 18, 2014 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195,280 |
Filed as: UNITED BANK Service code 25 11185 FAIRFAX BLVD · FAIRFAX, VA 22030 | Directed Trustee | $96,737 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,467 | $82,546-43.7% | $140,019-66.8% | $75,289-38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -6.34% | -0.36%-6.0pp | 651.19%-657.5pp | -0.04%-6.3pp |
| Employer contribution / active EE | $2,716 | $3,856-29.6% | $5,605-51.5% | $2,405+12.9% |
| Participant deferral / active EE | $5,095 | $5,731-11.1% | $6,927-26.4% | $3,739+36.3% |
| Admin fee / account holder | $129 | $86+50.7% | $10,705-98.8% | $102+26.3% |