Filed November 14, 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 |
|---|---|---|
Service code 15 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Recordkeeping | $262,897 |
COMPENSATION & BENEFIT SOLUTIONS1+ years Service code 10 · EIN 26-0586523 6161 S SYRACUSE STE 240 · GREENWOOD VILLAGE, CO 80111 | Accounting | $155,500 |
K FINANCIAL INC1+ years Filed as: K FINANCIAL, INC. Service code 10 · EIN 76-0726945 801 MAIN ST. SUITE 225 · LOUISVILLE, CO 80027 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,144 | $21,965+0.8% | $59,496-62.8% | $59,188-62.6% |
| Participation rate | 80.0% | 32.6%+47.4pp | 54.6%+25.4pp | 69.4%+10.6pp |
| Annual return | -4.52% | 22.15%-26.7pp | 182.05%-186.6pp | 5.51%-10.0pp |
| Employer contribution / active EE | $738 | $316+133.4% | $1,153-36.0% | $2,098-64.8% |
| Participant deferral / active EE | $1,759 | $732+140.4% | $1,829-3.8% | $3,265-46.1% |
| Admin fee / account holder | $184 | $74+148.0% | $2,232-91.7% | $92+100.0% |