Filed July 19, 2006 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,777 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $4,111 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $829 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $139 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,862 | $65,361-60.4% | $92,903-72.2% | $72,983-64.6% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 20.80% | 42.11%-21.3pp | 109.43%-88.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,122 | $2,594-56.7% | $3,653-69.3% | $2,440-54.0% |
| Participant deferral / active EE | $1,985 | $3,128-36.6% | $4,238-53.2% | $3,608-45.0% |
| Admin fee / account holder | $260 | $4,251-93.9% | $5,795-95.5% | $5,124-94.9% |