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 | $142,847 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Investment Management | $37,500 |
HOGANTAYLOR LLP2 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $20,600 |
FRIDAY ELDREDGE & CLARK3 years Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 400 W CAPITOL AVE, STE. 2000 · LITTLE ROCK, AR 722013522 | Legal | $5,956 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participant contribution per participant 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 | $84,557 | $118,337-28.5% | $189,534-55.4% | $93,010-9.1% |
| Participation rate | 92.4% | 89.1%+3.3pp | 87.8%+4.6pp | 73.9%+18.5pp |
| Annual return | 33.56% | 21.77%+11.8pp | 555.39%-521.8pp | 158.70%-125.1pp |
| Employer contribution / active EE | $2,389 | $4,204-43.2% | $6,162-61.2% | $2,705-11.7% |
| Participant deferral / active EE | $4,226 | $7,123-40.7% | $8,220-48.6% | $4,561-7.4% |
| Admin fee / account holder | $38 | $100-62.0% | $12,049-99.7% | $152-75.1% |