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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $15,402 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,258 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $9,040 |
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 | $118,947 | $69,305+71.6% | $82,312+44.5% | $69,631+70.8% |
| Participation rate | 99.4% | 80.3%+19.1pp | 76.9%+22.5pp | 70.7%+28.7pp |
| Annual return | 19.22% | 21.47%-2.2pp | 25.88%-6.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,395 | $1,887+27.0% | $2,428-1.4% | $2,032+17.9% |
| Participant deferral / active EE | $8,314 | $3,568+133.0% | $3,706+124.3% | $3,224+157.9% |
| Admin fee / account holder | $97 | $97+0.1% | $5,608-98.3% | $110-11.9% |