Filed December 31, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $15,120 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 55 · EIN 26-0058143 | Other Commissions | $10,522 |
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 | $89,156 | $84,045+6.1% | $77,361+15.2% | $69,255+28.7% |
| Participation rate | 95.1% | 71.8%+23.3pp | 75.0%+20.1pp | 69.0%+26.0pp |
| Annual return | 10.01% | 12.46%-2.5pp | 1011.54%-1001.5pp | 26.73%-16.7pp |
| Employer contribution / active EE | $1,175 | $2,954-60.2% | $2,990-60.7% | $2,645-55.6% |
| Participant deferral / active EE | $2,309 | $3,349-31.0% | $3,911-41.0% | $2,890-20.1% |
| Admin fee / account holder | $40 | $239-83.2% | $5,894-99.3% | $733-94.5% |