Filed September 14, 2006 (most recent of 2 filings on file)
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 | $99,563 |
JONES WALKER LLP1 year Service code 29 201 ST CHARLES 50TH FL · NEW ORLEANS, LA 701705100 | Legal | $26,766 |
COWEN & COMPANY LLC1 year Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $4,692 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,993 | $82,546-21.3% | $140,019-53.6% | $75,289-13.7% |
| Participation rate | 98.5% | 88.4%+10.1pp | 87.5%+11.0pp | 72.4%+26.1pp |
| Annual return | -7.11% | -0.36%-6.7pp | 651.19%-658.3pp | -0.04%-7.1pp |
| Employer contribution / active EE | $3,843 | $3,856-0.3% | $5,605-31.4% | $2,405+59.8% |
| Participant deferral / active EE | $5,394 | $5,731-5.9% | $6,927-22.1% | $3,739+44.3% |
| Admin fee / account holder | $25 | $86-71.4% | $10,705-99.8% | $102-76.0% |