Filed December 7, 2001
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 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,590 |
HOYLECOHEN LLC1 year Service code 27 · EIN 20-4860430 9350 WAXIE WY STE 500 · SAN DIEGO, CA 92123 | Advisory (Plan) | $11,943 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,112 | $59,584-39.4% | $86,645-58.3% | $79,395-54.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 12.88% | 23.15%-10.3pp | 63.52%-50.6pp | 116.90%-104.0pp |
| Employer contribution / active EE | $2,546 | $1,768+44.0% | $2,496+2.0% | $2,428+4.9% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,700-100.0% | $4,046-100.0% |
| Admin fee / account holder | $141 | $604-76.7% | $5,830-97.6% | $626-77.5% |