Filed November 12, 2003
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 LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,500 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,351 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1520346 | Securities Custodian | $8,734 |
Service code 11 · EIN 30-0192194 | Actuarial | $6,465 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 0.22% | 5.87%-5.7pp | 6.70%-6.5pp | 7.65%-7.4pp |
| Employer contribution / active EE | $8,378 | $10,827-22.6% | $25,217-66.8% | $20,582-59.3% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |