Filed May 18, 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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8 years Service code 10 · EIN 75-1396621 201 S. HALGUENO · CARLSBAD, NM 88220 | Accounting | $55,960 |
Service code 10 · EIN 75-2489868 9816 SLIDE ROAD · LUBBOCK, TX 79424 | Accounting | $24,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CRI TPA SERVICES Service code 10 · EIN 83-4124826 2633 CENTENNIAL BLVD, #200 · TALLAHASSEE, FL 32308 | Accounting | $9,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,345 | $64,501+125.3% | $108,753+33.6% | $65,306+122.6% |
| Participation rate | 58.9% | 50.8%+8.1pp | 71.1%-12.2pp | 57.7%+1.3pp |
| Annual return | 8.63% | 21.09%-12.5pp | 37.47%-28.8pp | 21.94%-13.3pp |
| Employer contribution / active EE | $1,923 | $1,069+79.9% | $2,427-20.7% | $1,967-2.2% |
| Participant deferral / active EE | $2,270 | $2,401-5.4% | $4,115-44.8% | $2,959-23.3% |
| Admin fee / account holder | $2,970 | $4,971-40.3% | $10,320-71.2% | $3,480-14.6% |