Filed April 1, 2006
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 12 · EIN 13-3689044 | Participant communication; Claims pro... | $313,145 |
AMERICAN FUNDS7+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $40,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,025 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $279 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,500 | $67,512+68.1% | $185,854-38.9% | $93,010+22.0% |
| Participation rate | 98.5% | 67.1%+31.4pp | 81.7%+16.8pp | 73.9%+24.6pp |
| Annual return | 13.00% | 21.04%-8.0pp | 122.12%-109.1pp | 158.70%-145.7pp |
| Employer contribution / active EE | $1,083 | $1,783-39.3% | $5,169-79.1% | $2,705-60.0% |
| Participant deferral / active EE | $5,825 | $3,035+91.9% | $5,569+4.6% | $4,561+27.7% |
| Admin fee / account holder | $97 | $318-69.4% | $16,246-99.4% | $152-35.9% |