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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0074674 | Accounting | $12,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,091 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,091 |
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 | $86,543 | $72,770+18.9% | $67,652+27.9% | $55,191+56.8% |
| Participation rate | 97.4% | 78.8%+18.6pp | 75.7%+21.8pp | 69.2%+28.3pp |
| Annual return | 5.73% | -3.26%+9.0pp | 6625.40%-6619.7pp | 10.78%-5.1pp |
| Employer contribution / active EE | $3,016 | $1,769+70.4% | $2,266+33.1% | $1,899+58.8% |
| Participant deferral / active EE | $7,528 | $3,408+120.9% | $3,560+111.5% | $3,046+147.1% |
| Admin fee / account holder | $49 | $79-37.6% | $4,821-99.0% | $91-45.8% |