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.
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| Provider | Service type | Compensation |
|---|---|---|
DUNCAN & HALEY LTD3+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $40,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,762 |
Service code 13 · EIN 91-2090931 | Contract Administrator | $16,052 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $12,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $224,769 | $53,128+323.1% | $86,582+159.6% | $70,126+220.5% |
| Participation rate | 91.1% | 65.3%+25.8pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 17.36% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $11,029 | $2,068+433.3% | $2,839+288.4% | $2,343+370.8% |
| Participant deferral / active EE | $7,952 | $2,695+195.1% | $3,609+120.4% | $3,332+138.7% |
| Admin fee / account holder | $628 | $3,584-82.5% | $4,904-87.2% | $4,645-86.5% |