Filed May 12, 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 | $119,744 |
FRIDAY ELDREDGE & CLARK2 years Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 400 W CAPITOL AVE · LITTLE ROCK, AR 722013522 | Legal | $42,731 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 99 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Other Fees | $37,500 |
HOGANTAYLOR LLP1 year Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,408 | $110,699-40.9% | $177,839-63.2% | $90,274-27.5% |
| Participation rate | 93.2% | 88.3%+4.8pp | 87.7%+5.5pp | 73.4%+19.8pp |
| Annual return | 12.46% | 22.79%-10.3pp | 48.33%-35.9pp | 53.97%-41.5pp |
| Employer contribution / active EE | $2,205 | $4,118-46.5% | $5,919-62.8% | $2,523-12.6% |
| Participant deferral / active EE | $3,783 | $6,731-43.8% | $7,714-51.0% | $4,231-10.6% |
| Admin fee / account holder | $49 | $90-45.2% | $12,432-99.6% | $114-56.7% |