Filed January 31, 2021 (most recent of 8 filings on file)
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,219 |
STRATEGIES LLC2+ years Service code 27 1900 WAZEE ST STE 1535 · DENVER, CO 80202 | Advisory (Plan) | $38,012 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,278 |
Filed as: LAW OFFICES OF ED FRADO, LLC Service code 29 8400 E CRESCENT PARKWAY 6TH FL · GREENWOOD VILLAGE, CO 80111 | Legal | $5,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,313 | $74,024-64.5% | $78,002-66.3% | $57,658-54.4% |
| Participation rate | 78.2% | 79.7%-1.5pp | 75.5%+2.7pp | 70.2%+8.0pp |
| Annual return | 7.61% | 12.14%-4.5pp | 425.99%-418.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,536 | $2,365+7.2% | $2,470+2.7% | $1,974+28.5% |
| Participant deferral / active EE | $4,439 | $3,533+25.6% | $3,497+26.9% | $3,061+45.0% |
| Admin fee / account holder | $143 | $93+53.3% | $5,481-97.4% | $95+51.2% |