Filed May 16, 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.
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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS7+ years Service code 16 · EIN 52-1788440 | Consulting | $66,425 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,500 |
Service code 10 · EIN 06-1050034 | Accounting | $17,273 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 49 · EIN 52-1788440 | Other Services | $7,481 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 10 · EIN 82-2042737 | Accounting | $6,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,330 | $69,238-30.2% | $185,854-74.0% | $101,555-52.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 14.36% | 21.26%-6.9pp | 122.12%-107.8pp | 21.00%-6.6pp |
| Employer contribution / active EE | $2,621 | $2,104+24.5% | $5,169-49.3% | $2,972-11.8% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $7 | $66-89.5% | $16,246-100.0% | $139-95.0% |