Filed May 29, 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
BOWDOIN COLLEGE1+ years Service code 10 · EIN 01-0215213 | Accounting | $11,897 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 16 · EIN 20-0475158 | Consulting | $10,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$22,836 |
Annual investment return 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 | $71,748 | $68,408+4.9% | $57,196+25.4% | $57,661+24.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | -0.09% | 8.51%-8.6pp | 14.59%-14.7pp | 5.13%-5.2pp |
| Employer contribution / active EE | $8,213 | $2,869+186.3% | $2,683+206.1% | $1,974+316.1% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $20 | $70-70.8% | $3,141-99.4% | $95-78.5% |