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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,750 |
BRYAN CAVE LLP4+ years Service code 29 · EIN 43-0602162 | Legal | $25,794 |
EKS&H LLLP3 years Filed as: EKS & H LLLP Service code 10 · EIN 46-1497033 | Accounting | $11,267 |
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 | $51,037 | $71,106-28.2% | $83,327-38.8% | $75,289-32.2% |
| Participation rate | 79.3% | 82.0%-2.7pp | 77.8%+1.5pp | 72.4%+6.9pp |
| Annual return | -2.92% | -0.56%-2.4pp | 10.64%-13.6pp | -0.04%-2.9pp |
| Employer contribution / active EE | $52 | $2,436-97.9% | $3,379-98.5% | $2,405-97.8% |
| Participant deferral / active EE | $3,302 | $6,249-47.2% | $5,565-40.7% | $3,739-11.7% |
| Admin fee / account holder | $1 | $72-98.3% | $7,540-100.0% | $102-98.8% |