Filed August 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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,129 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,880 |
PLANPILOT, LLC1 year Service code 17 · EIN 45-4168388 | Pension Consulting | $7,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,774 | $48,277+141.9% | $67,511+73.0% | $80,874+44.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.11% | 18.27%-6.2pp | 3517.41%-3505.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $4,787 | $2,021+136.8% | $2,733+75.2% | $2,756+73.7% |
| Participant deferral / active EE | $7,859 | $2,926+168.6% | $4,000+96.5% | $4,297+82.9% |
| Admin fee / account holder | $137 | $3,687-96.3% | $3,999-96.6% | $6,935-98.0% |