Filed August 23, 2013
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 | $4,737 |
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,751 | $46,173-57.2% | $170,435-88.4% | $69,631-71.6% |
| Participation rate | 53.4% | 63.9%-10.5pp | 83.6%-30.2pp | 70.7%-17.3pp |
| Annual return | 17.60% | 21.62%-4.0pp | 205.94%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $538 | $1,610-66.5% | $5,432-90.1% | $2,032-73.5% |
| Participant deferral / active EE | $1,052 | $2,080-49.4% | $4,939-78.7% | $3,224-67.4% |
| Admin fee / account holder | $16 | $116-86.4% | $13,881-99.9% | $110-85.8% |