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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENTS ADVISORS Service code 16 · EIN 20-0475158 | Consulting | $22,813 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $21,105 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$44,455 |
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 | $80,629 | $74,552+8.2% | $63,018+27.9% | $69,634+15.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.83% | 15.77%-1.9pp | 87.63%-73.8pp | 27572.26%-27558.4pp |
| Employer contribution / active EE | $8,379 | $2,929+186.1% | $2,761+203.5% | $2,032+312.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $24 | $59-60.0% | $3,601-99.3% | $110-78.5% |