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 11 · EIN 53-0181291 | Actuarial | $102,954 |
Service code 17 · EIN 04-2647786 | Pension Consulting | $52,152 |
Service code 29 · EIN 39-1126909 | Legal | $36,865 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,200 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | -5.70% | -3.21%-2.5pp | -6.55%+0.9pp | 10.56%-16.3pp |
| Employer contribution / active EE | $0 | $17,428-100.0% | $21,653-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $183-100.0% | $160-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |