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 LTD5+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $40,000 |
Service code 13 · EIN 91-2090931 | Contract Administrator | $16,589 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $14,955 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,600 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,534 | $54,763+372.1% | $90,324+186.2% | $72,976+254.3% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.3%+24.2pp | 69.5%+28.0pp |
| Annual return | 21.42% | 30.63%-9.2pp | 78.15%-56.7pp | 81.02%-59.6pp |
| Employer contribution / active EE | $10,107 | $2,093+382.8% | $2,856+253.9% | $2,440+314.2% |
| Participant deferral / active EE | $10,883 | $2,887+276.9% | $3,885+180.1% | $3,608+201.7% |
| Admin fee / account holder | $673 | $3,973-83.1% | $5,356-87.4% | $5,124-86.9% |