Filed October 18, 2004
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $156,980 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $32,245 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $25,335 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $10,548 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,090 | $105,173+50.3% | $87,102+81.5% | $77,775+103.3% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+24.0pp |
| Annual return | 23.42% | 24.52%-1.1pp | 28.19%-4.8pp | 32.58%-9.2pp |
| Employer contribution / active EE | $3,058 | $2,890+5.8% | $2,521+21.3% | $2,504+22.1% |
| Participant deferral / active EE | $6,890 | $5,048+36.5% | $4,048+70.2% | $3,966+73.7% |
| Admin fee / account holder | $141 | $105+34.9% | $7,493-98.1% | $100+41.0% |