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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $67,602 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,500 |
ASSET STRATEGY CONSULTANTS4 years Service code 10 · EIN 52-1788440 | Accounting | $14,089 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,481 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 10 · EIN 82-2042737 | Accounting | $2,993 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,190 | $68,062-79.2% | $185,854-92.4% | $106,520-86.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.7%+18.3pp | 71.3%+28.7pp |
| Annual return | 22.34% | 18.20%+4.1pp | 122.12%-99.8pp | 19.28%+3.1pp |
| Employer contribution / active EE | $937 | $1,997-53.1% | $5,169-81.9% | $2,840-67.0% |
| Participant deferral / active EE | $2,708 | $3,990-32.1% | $5,569-51.4% | $4,948-45.3% |
| Admin fee / account holder | $4 | $53-91.6% | $16,246-100.0% | $75-94.0% |