Filed October 16, 2002
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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $58,603 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 36-4001764 | Other Fees | $45,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $12,950 |
Service code 99 · EIN 04-2530412 | Other Fees | $11,014 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,890 | $83,884+137.1% | $64,110+210.2% | $74,478+167.0% |
| Participation rate | 90.6% | 76.6%+14.0pp | 72.3%+18.3pp | 70.7%+19.9pp |
| Annual return | 13.32% | 16.57%-3.2pp | 33.75%-20.4pp | 34.37%-21.0pp |
| Employer contribution / active EE | $6,589 | $3,084+113.7% | $2,751+139.5% | $2,637+149.9% |
| Participant deferral / active EE | $5,279 | $3,692+43.0% | $3,883+36.0% | $4,530+16.5% |
| Admin fee / account holder | $72 | $196-63.4% | $3,071-97.7% | $347-79.3% |