Filed January 31, 2013
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 LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,000 |
TIAA5 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,049 | $67,594+85.0% | $77,361+61.6% | $69,733+79.3% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.0%+23.3pp | 62.5%+35.8pp |
| Annual return | 11.58% | 19.20%-7.6pp | 1011.54%-1000.0pp | 15.22%-3.6pp |
| Employer contribution / active EE | $4,122 | $2,649+55.6% | $2,990+37.9% | $2,250+83.2% |
| Participant deferral / active EE | $4,530 | $3,401+33.2% | $3,911+15.8% | $3,054+48.3% |
| Admin fee / account holder | $58 | $1,159-95.0% | $5,894-99.0% | $3,102-98.1% |