Filed October 24, 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 |
|---|---|---|
EKS&H LLLP1+ years Filed as: EKS&H LLP Service code 10 · EIN 46-1497033 | Accounting | $12,000 |
SHERMAN & HOWARD1+ years Service code 29 · EIN 84-0420314 | Legal | $11,247 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,035 | $72,770-69.7% | $67,652-67.4% | $55,191-60.1% |
| Participation rate | 96.9% | 78.8%+18.1pp | 75.7%+21.2pp | 69.2%+27.7pp |
| Annual return | 6.82% | -3.26%+10.1pp | 6625.40%-6618.6pp | 10.78%-4.0pp |
| Employer contribution / active EE | $1,596 | $1,769-9.8% | $2,266-29.6% | $1,899-16.0% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $49 | $79-38.1% | $4,821-99.0% | $91-46.2% |