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 | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $91,308 | $65,292+39.8% | $71,671+27.4% | $77,958+17.1% |
| Participation rate | 74.0% | 67.4%+6.6pp | 68.7%+5.2pp | 71.6%+2.3pp |
| Annual return | 14.21% | 21.25%-7.0pp | 20.65%-6.4pp | 20.87%-6.7pp |
| Employer contribution / active EE | $2,455 | $2,085+17.8% | $2,460-0.2% | $2,310+6.3% |
| Participant deferral / active EE | $3,246 | $3,008+7.9% | $3,438-5.6% | $3,537-8.2% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |