Filed June 18, 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,733 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,438 |
Filed as: FIDELITY INVST. INST. OPER. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$18,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,792 | $80,992+289.9% | $96,564+227.0% | $75,184+320.0% |
| Participation rate | 61.9% | 71.8%-9.9pp | 76.0%-14.1pp | 67.2%-5.3pp |
| Annual return | -8.47% | 27.06%-35.5pp | 25.89%-34.4pp | 160.78%-169.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,967-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,462 | $3,929+89.9% | $4,852+53.8% | $4,127+80.8% |
| Admin fee / account holder | $541 | $6,717-91.9% | $8,256-93.4% | $5,652-90.4% |