Filed August 19, 2014 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,541 |
Filed as: WHITE HORSE ADVISORS LLC Service code 13 · EIN 11-3695054 6190 POWERS FERRY RD STE 500 · ATLANTA, GA 30339 | Contract Administrator | $21,722 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, P.C. Service code 10 · EIN 58-1763439 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $12,250 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,889 | $62,267+9.0% | $110,243-38.4% | $55,725+21.8% |
| Participation rate | 97.7% | 78.1%+19.5pp | 79.8%+17.8pp | 70.9%+26.8pp |
| Annual return | -6.38% | -1.07%-5.3pp | 314.76%-321.1pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,179 | $1,941+12.2% | $3,827-43.1% | $2,078+4.8% |
| Participant deferral / active EE | $5,786 | $3,516+64.6% | $4,672+23.8% | $3,356+72.4% |
| Admin fee / account holder | $57 | $121-52.5% | $8,548-99.3% | $115-50.1% |