Filed August 7, 2012
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-3038464 | Recordkeeping | $50,496 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-1803291 | Advisory (Plan) | $40,738 |
ADVISORTRUST1+ years Service code 19 · EIN 46-4091337 | Securities Custodian | $9,889 |
CLIFTONLARSONALLEN LLP1+ years Service code 14 · EIN 41-0746749 | Plan Administrator | $7,103 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,373 | $48,277-47.4% | $63,244-59.9% | $55,191-54.0% |
| Participation rate | 92.7% | 69.4%+23.3pp | 71.0%+21.6pp | 69.2%+23.5pp |
| Annual return | -1.50% | 2.37%-3.9pp | -70.31%+68.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $5 | $1,592-99.7% | $2,322-99.8% | $1,899-99.8% |
| Participant deferral / active EE | $2,774 | $2,432+14.0% | $2,953-6.1% | $3,046-9.0% |
| Admin fee / account holder | $161 | $86+87.8% | $5,893-97.3% | $91+77.8% |