Filed October 18, 2004
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 | $10,018 |
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 | $65,307 | $82,546-20.9% | $140,019-53.4% | $75,289-13.3% |
| Participation rate | 96.3% | 88.4%+8.0pp | 87.5%+8.8pp | 72.4%+23.9pp |
| Annual return | -6.95% | -0.36%-6.6pp | 651.19%-658.1pp | -0.04%-6.9pp |
| Employer contribution / active EE | $5,154 | $3,856+33.7% | $5,605-8.0% | $2,405+114.3% |
| Participant deferral / active EE | $3,712 | $5,731-35.2% | $6,927-46.4% | $3,739-0.7% |
| Admin fee / account holder | $4 | $86-95.8% | $10,705-100.0% | $102-96.5% |