Filed April 5, 2016 (most recent of 3 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 |
|---|---|---|
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $105,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $51,914 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $15,088 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $9,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,928 | $46,969-21.4% | $154,110-76.0% | $73,367-49.7% |
| Participation rate | 67.9% | 72.4%-4.4pp | 83.0%-15.1pp | 69.5%-1.5pp |
| Annual return | 20.81% | 821.68%-800.9pp | 735.22%-714.4pp | 173.45%-152.6pp |
| Employer contribution / active EE | $2,173 | $1,723+26.1% | $5,298-59.0% | $2,499-13.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $18 | $47-61.5% | $13,412-99.9% | $68-73.8% |