Filed November 2, 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.
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INSTITUTIONAL Service code 19 · EIN 47-0533629 | Securities Custodian | $69,898 |
Service code 19 · EIN 59-1531281 | Securities Custodian | $27,491 |
COBIZ INVESTMENT COMPANY1 year Service code 28 · EIN 42-1578585 | Investment Management | $20,986 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,864 | $56,640-63.2% | $78,002-73.3% | $55,167-62.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 7.49% | 2868.48%-2861.0pp | 425.99%-418.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $5,358 | $1,724+210.9% | $2,470+116.9% | $1,963+173.0% |
| Participant deferral / active EE | $694 | $2,778-75.0% | $3,497-80.2% | $3,054-77.3% |
| Admin fee / account holder | $321 | $467-31.1% | $5,481-94.1% | $504-36.2% |