Filed March 10, 2005 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL CAPITAL SOLUTIONS Service code 34 · EIN 71-0870378 | Valuation (appraisals, etc.) | $16,550 |
MENKE & ASSOCIATES, INC.1+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $14,275 |
LINDQUIST LLP1+ years Filed as: LINDQUIST & VENNUM LLP Service code 29 4200 IDS CENTER 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Legal | $12,325 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $5,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,217 | $63,905+313.5% | $74,184+256.2% | $57,658+358.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 22.21% | 60.60%-38.4pp | 17.74%+4.5pp | 5.13%+17.1pp |
| Employer contribution / active EE | $7,642 | $1,840+315.2% | $2,370+222.4% | $1,974+287.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $111 | $91+22.2% | $5,586-98.0% | $95+17.7% |