Filed January 13, 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 |
|---|---|---|
REILLY, PENNER & BENTON LLP5 years Filed as: REILLY FINANCIAL ADVISORS, LLC Service code 28 · EIN 33-0775174 | Investment Management | $291,422 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $137,197 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $15,340 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,975 | $120,450-19.5% | $159,495-39.2% | $93,010+4.3% |
| Participation rate | 97.1% | 78.0%+19.1pp | 82.8%+14.2pp | 73.9%+23.2pp |
| Annual return | 14.26% | 27.11%-12.8pp | 263.72%-249.5pp | 158.70%-144.4pp |
| Employer contribution / active EE | $6,610 | $3,526+87.5% | $4,831+36.8% | $2,705+144.4% |
| Participant deferral / active EE | $6,325 | $7,283-13.2% | $7,354-14.0% | $4,561+38.7% |
| Admin fee / account holder | $193 | $137+40.9% | $10,804-98.2% | $152+27.0% |