Filed February 22, 1999
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 | $95,761 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $24,853 |
GRANT THORNTON LLP3+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $19,610 |
Service code 29 4785 CAUGHLIN PARKWAY · RENO, NV 89519 | Legal | $3,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,036 | $25,165+63.1% | $73,545-44.2% | $77,958-47.4% |
| Participation rate | 29.2% | 36.6%-7.5pp | 54.9%-25.8pp | 71.6%-42.5pp |
| Annual return | 12.11% | 18.12%-6.0pp | -15.16%+27.3pp | 20.87%-8.8pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $816 | $898-9.1% | $1,806-54.8% | $3,537-76.9% |
| Admin fee / account holder | $202 | $76+167.0% | $2,320-91.3% | $97+107.7% |