Filed July 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLC Service code 10 · EIN 41-0746749 | Accounting | $10,189 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $75 |
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 | $161,911 | $47,479+241.0% | $62,929+157.3% | $82,448+96.4% |
| Participation rate | 98.9% | 66.9%+32.1pp | 73.1%+25.8pp | 68.1%+30.9pp |
| Annual return | 23.68% | 20.34%+3.3pp | 1063.93%-1040.2pp | 41.64%-18.0pp |
| Employer contribution / active EE | $7,052 | $1,885+274.0% | $2,505+181.6% | $2,551+176.4% |
| Participant deferral / active EE | $11,163 | $2,870+288.9% | $3,888+187.1% | $4,139+169.7% |
| Admin fee / account holder | $47 | $3,804-98.8% | $5,065-99.1% | $7,234-99.3% |