Filed April 30, 2013
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 | $32,738 |
Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $27,180 |
BOWMAN & COMPANY LLP1 year Service code 10 10100 TRINITY PKWY STE 310 · STOCKTON, CA 952197240 | Accounting | $4,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $55,488 | $75,284-26.3% | $91,004-39.0% | $69,631-20.3% |
| Participation rate | 40.9% | 80.4%-39.5pp | 75.6%-34.7pp | 70.7%-29.8pp |
| Annual return | 17.57% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $786 | $2,473-68.2% | $2,456-68.0% | $2,032-61.3% |
| Participant deferral / active EE | $1,445 | $3,700-60.9% | $3,548-59.3% | $3,224-55.2% |
| Admin fee / account holder | $198 | $111+78.7% | $5,417-96.4% | $110+78.9% |