Filed December 17, 1994 (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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $35,127 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $27,720 |
HOVDE GROUP3 years Service code 34 · EIN 22-3880108 | Valuation (appraisals, etc.) | $21,100 |
AXIA ADVISORY CORPORATION6 years Filed as: AXIA ADVISORY Service code 10 · EIN 35-1859469 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,541 | $122,063-36.5% | $184,256-57.9% | $74,478+4.1% |
| Participation rate | 94.6% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 13.12% | 19.92%-6.8pp | 28.85%-15.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $6,751 | $4,539+48.7% | $6,427+5.0% | $2,626+157.1% |
| Participant deferral / active EE | $6,453 | $7,144-9.7% | $9,133-29.3% | $4,350+48.3% |
| Admin fee / account holder | $364 | $1,253-70.9% | $13,899-97.4% | $1,946-81.3% |