Filed June 13, 2006 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 99 · EIN 13-1624203 | Other Fees | $52,037 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 301 SW ADAMS ST STE 100 · PEORIA, IL 616021501 | Other Fees | $14,070 |
Filed as: GLOBAL RETIREMENT PARTNERS LLC-H/O Service code 99 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Other Fees | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,895 | $65,084+125.7% | $67,681+117.0% | $64,340+128.3% |
| Participation rate | 89.8% | 66.7%+23.0pp | 73.7%+16.1pp | 55.2%+34.5pp |
| Annual return | 14.27% | 20.50%-6.2pp | 590.58%-576.3pp | 24.14%-9.9pp |
| Employer contribution / active EE | $6,406 | $2,398+167.1% | $2,678+139.2% | $1,862+244.1% |
| Participant deferral / active EE | $7,666 | $3,210+138.8% | $3,976+92.8% | $2,980+157.2% |
| Admin fee / account holder | $183 | $1,415-87.1% | $6,100-97.0% | $3,703-95.1% |