Filed September 12, 2006 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $516,935 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,881 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $63,791 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,613 | $114,842+41.6% | $159,495+2.0% | $101,555+60.1% |
| Participation rate | 92.5% | 71.6%+20.9pp | 82.8%+9.7pp | 74.5%+18.0pp |
| Annual return | 16.11% | 22.90%-6.8pp | 263.72%-247.6pp | 21.00%-4.9pp |
| Employer contribution / active EE | $2,253 | $3,203-29.7% | $4,831-53.4% | $2,972-24.2% |
| Participant deferral / active EE | $6,498 | $6,336+2.6% | $7,354-11.6% | $4,874+33.3% |
| Admin fee / account holder | $99 | $80+22.9% | $10,804-99.1% | $139-29.2% |