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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $12,750 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,071 |
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 | $99,584 | $63,905+55.8% | $74,184+34.2% | $57,658+72.7% |
| Participation rate | 99.1% | 79.8%+19.3pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 7.17% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,917 | $1,840+167.1% | $2,370+107.4% | $1,974+149.1% |
| Participant deferral / active EE | $8,402 | $3,448+143.7% | $3,550+136.7% | $3,061+174.5% |
| Admin fee / account holder | $56 | $91-38.5% | $5,586-99.0% | $95-40.7% |