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 | $12,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,154 | $118,337-15.4% | $189,534-47.2% | $93,010+7.7% |
| Participation rate | 97.9% | 89.1%+8.8pp | 87.8%+10.1pp | 73.9%+24.0pp |
| Annual return | 13.63% | 21.77%-8.1pp | 555.39%-541.8pp | 158.70%-145.1pp |
| Employer contribution / active EE | $4,928 | $4,204+17.2% | $6,162-20.0% | $2,705+82.2% |
| Participant deferral / active EE | $5,303 | $7,123-25.6% | $8,220-35.5% | $4,561+16.3% |
| Admin fee / account holder | $4 | $100-96.0% | $12,049-100.0% | $152-97.4% |