Filed August 8, 2012 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,139 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $42,201 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $32,459 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $23,363 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,654 | $114,195+42.4% | $106,554+52.6% | $93,010+74.9% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.1%+22.0pp | 73.9%+24.2pp |
| Annual return | 8.97% | 22.18%-13.2pp | 26.80%-17.8pp | 158.70%-149.7pp |
| Employer contribution / active EE | $4,454 | $4,009+11.1% | $2,819+58.0% | $2,705+64.6% |
| Participant deferral / active EE | $8,777 | $5,908+48.5% | $4,398+99.5% | $4,561+92.4% |
| Admin fee / account holder | $136 | $105+30.3% | $7,408-98.2% | $152-10.0% |