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 CONSULTANTS1+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $121,149 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,734 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 61 | Other investment fees and expenses; F... | $0 |
Employer 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 | $36,981 | $63,964-42.2% | $147,618-74.9% | $67,505-45.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 84.6%+15.4pp | 71.2%+28.8pp |
| Annual return | 1.30% | 9.05%-7.8pp | 61.98%-60.7pp | 6.52%-5.2pp |
| Employer contribution / active EE | $1 | $1,618-99.9% | $5,564-100.0% | $2,173-99.9% |
| Participant deferral / active EE | $5,843 | $2,589+125.7% | $4,895+19.4% | $3,597+62.5% |
| Admin fee / account holder | $2 | $43-94.3% | $11,612-100.0% | $56-95.6% |