Filed October 4, 2000
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 | $255,759 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117,218 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $32,000 |
RSM US LLP7+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,383 | $106,520-79.0% | $86,645-74.2% | $106,520-79.0% |
| Participation rate | 34.0% | 71.3%-37.4pp | 71.7%-37.7pp | 71.3%-37.4pp |
| Annual return | 13.53% | 19.28%-5.8pp | 63.52%-50.0pp | 19.28%-5.8pp |
| Employer contribution / active EE | $177 | $2,840-93.8% | $2,496-92.9% | $2,840-93.8% |
| Participant deferral / active EE | $763 | $4,948-84.6% | $3,700-79.4% | $4,948-84.6% |
| Admin fee / account holder | $27 | $75-64.3% | $5,830-99.5% | $75-64.3% |