Filed January 31, 2006
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 |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $15,063 |
FIRST WESTERN FINANCIAL3+ years Service code 27 1200 17TH STREET SUITE 2650 · DENVER, CO 80202 | Advisory (Plan) | $10,909 |
Filed as: WILSON DOWNING GROUP Service code 10 215 UNION BLVD · LAKEWOOD, CO 80228 | Accounting | $7,500 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Ac... | $3,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,707 | $63,342+63.7% | $92,236+12.4% | $70,131+47.9% |
| Participation rate | 61.4% | 68.7%-7.3pp | 76.5%-15.1pp | 69.5%-8.2pp |
| Annual return | 14.93% | 530.15%-515.2pp | 176.29%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,836 | $2,854-0.6% | $3,897-27.2% | $3,332-14.9% |
| Admin fee / account holder | $491 | $3,840-87.2% | $5,194-90.6% | $4,645-89.4% |