Filed May 7, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $163,371 | $65,292+150.2% | $71,671+127.9% | $77,958+109.6% |
| Participation rate | 94.9% | 67.4%+27.5pp | 68.7%+26.1pp | 71.6%+23.2pp |
| Annual return | 13.99% | 21.25%-7.3pp | 20.65%-6.7pp | 20.87%-6.9pp |
| Employer contribution / active EE | $3,517 | $2,085+68.7% | $2,460+43.0% | $2,310+52.2% |
| Participant deferral / active EE | $4,446 | $3,008+47.8% | $3,438+29.3% | $3,537+25.7% |
| Admin fee / account holder | $1 | $84-99.4% | $5,558-100.0% | $97-99.5% |