Filed October 5, 2001
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EKS&H LLLP1 year Filed as: EKS & H LLLP Service code 10 · EIN 46-1497033 | Accounting | $20,977 |
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $17,244 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $16,218 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,300 | $70,106-32.5% | $80,977-41.6% | $63,975-26.1% |
| Participation rate | 74.1% | 79.4%-5.2pp | 75.8%-1.7pp | 71.1%+3.0pp |
| Annual return | 19.52% | 13.93%+5.6pp | 17.11%+2.4pp | 48.65%-29.1pp |
| Employer contribution / active EE | $59 | $2,042-97.1% | $3,715-98.4% | $2,182-97.3% |
| Participant deferral / active EE | $2,501 | $5,245-52.3% | $5,696-56.1% | $3,356-25.5% |
| Admin fee / account holder | $11 | $57-80.7% | $5,517-99.8% | $70-84.4% |