Filed January 31, 1995
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,261 |
HAYS FINANCIAL GROUP2 years Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $50,329 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,775 | $31,741+129.3% | $56,441+28.9% | $199,768-63.6% |
| Participation rate | 0.0% | 32.3%-32.3pp | 52.5%-52.5pp | 72.0%-72.0pp |
| Annual return | 13.85% | 14.72%-0.9pp | 1704.21%-1690.4pp | 34.26%-20.4pp |
| Employer contribution / active EE | $547 | $508+7.7% | $1,039-47.4% | $3,037-82.0% |
| Participant deferral / active EE | $1,292 | $1,184+9.1% | $1,953-33.9% | $5,090-74.6% |
| Admin fee / account holder | $210 | $426-50.8% | $2,829-92.6% | $269-22.1% |