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 | $50,972 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-1803291 | Advisory (Plan) | $42,439 |
CLIFTONLARSONALLEN LLP2+ years Service code 14 · EIN 41-0746749 | Plan Administrator | $25,219 |
ADVISORTRUST2+ years Service code 19 · EIN 46-4091337 | Securities Custodian | $10,037 |
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 | $20,566 | $50,106-59.0% | $69,779-70.5% | $57,661-64.3% |
| Participation rate | 94.2% | 70.9%+23.3pp | 71.8%+22.3pp | 70.2%+23.9pp |
| Annual return | 7.85% | 14.58%-6.7pp | 12.99%-5.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,526 | $2,486+1.6% | $2,931-13.8% | $3,061-17.5% |
| Admin fee / account holder | $154 | $89+72.4% | $4,381-96.5% | $95+62.7% |