Filed October 27, 2007 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FEE Service code 14 · EIN 42-0127290 | Plan Administrator | $83,616 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $22,942 |
Filed as: MERRIL Service code 28 · EIN 13-3180817 | Investment Management | $14,368 |
COMSTOCK ADVISORS1 year Filed as: COMSTOCK FEE Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Other fees | $12,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,046 | $85,660-22.9% | $256,809-74.3% | $85,660-22.9% |
| Participation rate | 99.9% | 74.8%+25.0pp | 88.5%+11.3pp | 74.8%+25.0pp |
| Annual return | 13.31% | 19.52%-6.2pp | 32.73%-19.4pp | 19.52%-6.2pp |
| Employer contribution / active EE | $4,891 | $4,199+16.5% | $7,263-32.7% | $4,199+16.5% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $9,520-100.0% | $3,518-100.0% |
| Admin fee / account holder | $75 | $224-66.5% | $25,146-99.7% | $224-66.5% |