Filed March 19, 2012 (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 |
|---|---|---|
STILES FINANCIAL SERVICES4 years Service code 27 · EIN 41-1981331 | Advisory (Plan) | $40,000 |
TRAUTMANN MAHER & ASSOCIATES7+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $38,541 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $28,608 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $9,030 |
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 | $181,375 | $104,336+73.8% | $159,495+13.7% | $86,828+108.9% |
| Participation rate | 99.4% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 15.74% | 26.32%-10.6pp | 263.72%-248.0pp | 97.95%-82.2pp |
| Employer contribution / active EE | $6,140 | $3,451+77.9% | $4,831+27.1% | $2,406+155.2% |
| Participant deferral / active EE | $12,019 | $6,837+75.8% | $7,354+63.4% | $4,132+190.9% |
| Admin fee / account holder | $236 | $172+37.1% | $10,804-97.8% | $170+39.2% |