Filed January 11, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KBF CPAS LLP1 year Service code 99 111 SW 5TH AVE STE 1850 · PORTLAND, OR 97204 | Other Fees | $17,038 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,948 |
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 | $115,601 | $62,583+84.7% | $76,767+50.6% | $64,173+80.1% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -4.11% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,094 | $1,832+68.9% | $2,485+24.5% | $2,381+29.9% |
| Participant deferral / active EE | $10,235 | $3,145+225.4% | $3,852+165.7% | $3,470+195.0% |
| Admin fee / account holder | $45 | $4,667-99.0% | $6,675-99.3% | $4,887-99.1% |