Filed May 9, 2016 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,262 |
HIGHLAND CONSULTING ASSOCIATES1+ years Service code 16 · EIN 34-1753575 | Consulting | $20,000 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $15,500 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,290 | $107,378-76.4% | $108,582-76.7% | $57,658-56.1% |
| Participation rate | 91.0% | 77.1%+13.9pp | 79.6%+11.4pp | 70.2%+20.8pp |
| Annual return | -5.62% | 12.80%-18.4pp | -51.70%+46.1pp | 5.13%-10.8pp |
| Employer contribution / active EE | $570 | $1,782-68.0% | $3,758-84.8% | $1,974-71.1% |
| Participant deferral / active EE | $2,580 | $3,221-19.9% | $4,311-40.2% | $3,061-15.7% |
| Admin fee / account holder | $187 | $108+72.5% | $7,645-97.6% | $95+97.9% |