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 Service code 14 · EIN 42-0127290 | Plan Administrator | $59,660 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 13 · EIN 41-0746749 | Contract Administrator | $17,900 |
COMSTOCK ADVISORS1 year Filed as: COMSTOCK Service code 16 · EIN 34-1823071 | Consulting | $14,563 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,217 | $89,274-62.8% | $149,721-77.8% | $77,958-57.4% |
| Participation rate | 99.7% | 87.6%+12.1pp | 87.1%+12.6pp | 71.6%+28.1pp |
| Annual return | -4.11% | 20.36%-24.5pp | 1501.67%-1505.8pp | 20.87%-25.0pp |
| Employer contribution / active EE | $2,891 | $3,727-22.4% | $5,444-46.9% | $2,310+25.1% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $76 | $240-68.3% | $11,282-99.3% | $97-22.0% |