Filed May 29, 2015 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $21,481 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $6,958 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $5,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,712 | $133,040-69.4% | $119,237-65.9% | $79,395-48.7% |
| Participation rate | 39.2% | 80.9%-41.7pp | 82.7%-43.5pp | 70.7%-31.5pp |
| Annual return | 18.29% | 20.05%-1.8pp | 30.70%-12.4pp | 116.90%-98.6pp |
| Employer contribution / active EE | $4,129 | $4,390-6.0% | $4,383-5.8% | $2,428+70.0% |
| Participant deferral / active EE | $3,363 | $6,448-47.9% | $6,112-45.0% | $4,046-16.9% |
| Admin fee / account holder | $224 | $686-67.3% | $7,229-96.9% | $626-64.2% |