Filed February 7, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $194,891 |
CAMMACK LARHETTE ADVISORS6+ years Service code 16 · EIN 20-4668732 | Consulting | $54,148 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN,LLP Service code 10 · EIN 41-0746749 | Accounting | $19,225 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,264 | $105,581+55.6% | $70,492+133.0% | $90,274+82.0% |
| Participation rate | 94.6% | 77.5%+17.0pp | 75.1%+19.5pp | 73.4%+21.2pp |
| Annual return | 13.06% | 14.78%-1.7pp | 109.16%-96.1pp | 53.97%-40.9pp |
| Employer contribution / active EE | $4,464 | $3,304+35.1% | $2,738+63.0% | $2,523+76.9% |
| Participant deferral / active EE | $5,603 | $3,813+46.9% | $3,711+51.0% | $4,231+32.4% |
| Admin fee / account holder | $106 | $68+57.3% | $3,848-97.2% | $114-6.9% |