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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,915 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,100 |
QUARLES & BRADY LLP1 year Filed as: QUARLES & BRADY Service code 29 BIN 88895 · MILWAUKEE, WI 53288 | Legal | $7,449 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,649 | $134,045-69.7% | $80,022-49.2% | $75,289-46.0% |
| Participation rate | 81.3% | 85.8%-4.5pp | 75.8%+5.5pp | 72.4%+8.9pp |
| Annual return | -5.71% | -0.56%-5.1pp | 11.22%-16.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,852 | $3,492-18.3% | $2,468+15.6% | $2,405+18.6% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $24 | $124-80.5% | $6,521-99.6% | $102-76.4% |