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.
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR STE 300 · BELTSVILLE, MD 207053102 | Accounting | $10,525 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 55 · EIN 26-0058143 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 276095734 | Other Commissions | $6,506 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,815 | $79,151-5.5% | $60,906+22.8% | $64,819+15.4% |
| Participation rate | 93.2% | 77.7%+15.5pp | 73.1%+20.1pp | 71.5%+21.7pp |
| Annual return | -9.18% | -7.12%-2.1pp | 16.94%-26.1pp | 32.84%-42.0pp |
| Employer contribution / active EE | $1,142 | $3,052-62.6% | $2,703-57.7% | $2,507-54.4% |
| Participant deferral / active EE | $2,281 | $3,727-38.8% | $3,814-40.2% | $4,311-47.1% |
| Admin fee / account holder | $27 | $106-74.5% | $3,227-99.2% | $188-85.7% |