Filed December 22, 1992
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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $24,729 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $13,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $356,545 | $63,924+457.8% | $108,582+228.4% | $55,167+546.3% |
| Participation rate | 99.4% | 74.3%+25.1pp | 79.6%+19.9pp | 69.0%+30.4pp |
| Annual return | 5.47% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.8pp |
| Employer contribution / active EE | $23,640 | $1,879+1158.0% | $3,758+529.0% | $1,963+1104.5% |
| Participant deferral / active EE | $9,997 | $3,067+226.0% | $4,311+131.9% | $3,054+227.3% |
| Admin fee / account holder | $367 | $618-40.6% | $7,645-95.2% | $504-27.2% |