Filed February 21, 2010
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 | $291,026 |
TD AMERITRADE, INC.6 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $175 |
TD AMERITRADE, INC.1 year Filed as: AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $140,497 | $118,337+18.7% | $189,534-25.9% | $93,010+51.1% |
| Participation rate | 89.7% | 89.1%+0.6pp | 87.8%+1.9pp | 73.9%+15.8pp |
| Annual return | 14.43% | 21.77%-7.3pp | 555.39%-541.0pp | 158.70%-144.3pp |
| Employer contribution / active EE | $3,730 | $4,204-11.3% | $6,162-39.5% | $2,705+37.9% |
| Participant deferral / active EE | $5,132 | $7,123-27.9% | $8,220-37.6% | $4,561+12.5% |
| Admin fee / account holder | $67 | $100-33.0% | $12,049-99.4% | $152-56.0% |