Filed May 25, 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 |
|---|---|---|
DUNCAN & HALEY LTD1+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $40,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $20,615 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,790 | $45,152+236.2% | $73,836+105.6% | $59,633+154.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.59% | 27.40%-26.8pp | 2268.06%-2267.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $7,931 | $1,901+317.1% | $2,787+184.5% | $2,203+260.1% |
| Participant deferral / active EE | $7,926 | $2,573+208.1% | $3,583+121.2% | $3,192+148.3% |
| Admin fee / account holder | $582 | $3,515-83.4% | $4,882-88.1% | $4,297-86.5% |