Filed August 6, 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 |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $177,803 |
PRAIRIE CAPITAL ADVISORS6 years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $53,449 |
COOK STREET CONSULTING6 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $42,105 |
SHERMAN & HOWARD2 years Filed as: SHERMAN & HOWARD, L.L.C. Service code 29 · EIN 84-0420314 | Legal | $32,699 |
Service code 27 1550 17TH STREET, SUITE 500 · DENVER, CO 80202 | Advisory (Plan) | $22,111 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $7,850 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 27 P. O. BOX 864084 · ORLANDO, FL 32886 | Advisory (Plan) | $7,237 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,074 | $82,188+52.2% | $125,391-0.3% | $64,824+92.9% |
| Participation rate | 98.5% | 77.9%+20.5pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | 7.86% | 3.50%+4.4pp | 572.41%-564.6pp | 32.84%-25.0pp |
| Employer contribution / active EE | $3,980 | $3,617+10.0% | $4,816-17.3% | $2,507+58.8% |
| Participant deferral / active EE | $9,223 | $7,177+28.5% | $7,448+23.8% | $4,311+113.9% |
| Admin fee / account holder | $318 | $163+94.7% | $10,009-96.8% | $188+69.2% |