Filed December 7, 1999 (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 |
|---|---|---|
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142664 | Advisory (Plan) | $17,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,673 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
Participant contribution per participant 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 | $62,784 | $112,582-44.2% | $105,624-40.6% | $200,096-68.6% |
| Participation rate | 82.1% | 86.3%-4.1pp | 75.3%+6.8pp | 72.0%+10.1pp |
| Annual return | 15.21% | 15.58%-0.4pp | 116.20%-101.0pp | 34.26%-19.0pp |
| Employer contribution / active EE | $3,351 | $4,580-26.8% | $3,168+5.8% | $3,038+10.3% |
| Participant deferral / active EE | $0 | $6,655-100.0% | $5,013-100.0% | $5,090-100.0% |
| Admin fee / account holder | $29 | $107-72.9% | $10,961-99.7% | $269-89.2% |