Filed December 15, 2006 (most recent of 5 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $4,095 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,753 |
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 28 10461 MILL RUN CR STE 830 · OWINGS MILLS, MD 21117 | Investment Management | $159 |
Service code 28 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Investment Management | $53 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,223 | $46,339-88.7% | $143,801-96.4% | $64,829-91.9% |
| Participation rate | 32.1% | 64.3%-32.2pp | 80.3%-48.3pp | 71.5%-39.4pp |
| Annual return | -12.19% | -10.05%-2.1pp | -0.04%-12.2pp | 32.85%-45.0pp |
| Employer contribution / active EE | $258 | $1,911-86.5% | $4,952-94.8% | $2,507-89.7% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $34 | $154-78.1% | $14,680-99.8% | $188-82.1% |