Filed September 13, 2015
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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,750 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,992 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,553 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,639 | $65,582+74.8% | $64,097+78.9% | $71,529+60.3% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.6pp | 67.9%+31.0pp |
| Annual return | 17.58% | 18.96%-1.4pp | 33.75%-16.2pp | 28.97%-11.4pp |
| Employer contribution / active EE | $6,521 | $2,671+144.2% | $2,750+137.1% | $2,590+151.8% |
| Participant deferral / active EE | $7,164 | $3,628+97.5% | $3,881+84.6% | $4,291+66.9% |
| Admin fee / account holder | $56 | $616-91.0% | $3,070-98.2% | $1,588-96.5% |