Filed October 6, 2010
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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $21,652 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,652 |
CLIFTONLARSONALLEN LLP4+ years Service code 99 | Other Fees | $11,300 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 99 · EIN 41-0746749 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,456 | $77,559-45.3% | $68,612-38.1% | $75,289-43.6% |
| Participation rate | 97.4% | 78.3%+19.1pp | 72.2%+25.2pp | 72.4%+25.0pp |
| Annual return | -4.25% | -1.01%-3.2pp | -4.63%+0.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $2,380 | $1,993+19.4% | $2,625-9.3% | $2,405-1.0% |
| Participant deferral / active EE | $2,277 | $3,128-27.2% | $3,311-31.2% | $3,739-39.1% |
| Admin fee / account holder | $66 | $90-26.8% | $5,131-98.7% | $102-35.3% |