Filed November 17, 2005 (most recent of 2 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 | $11,104 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF LLP Service code 10 2020 CAMINO DEL RIO N STE 500 · SAN DIEGO, CA 92108 | Accounting | $8,531 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,492 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,505 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,274 | $38,833-73.5% | $78,778-87.0% | $77,958-86.8% |
| Participation rate | 71.5% | 60.9%+10.6pp | 69.2%+2.3pp | 71.6%-0.1pp |
| Annual return | 12.64% | 20.31%-7.7pp | 35.62%-23.0pp | 20.87%-8.2pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,036 | $1,776+14.7% | $2,958-31.2% | $3,537-42.4% |
| Admin fee / account holder | $19 | $89-78.4% | $5,134-99.6% | $97-80.2% |