Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $720,051 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $68,703 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $30,450 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,553 | $64,975-33.0% | $97,295-55.2% | $106,553-59.1% |
| Participation rate | 35.0% | 45.4%-10.3pp | 72.7%-37.6pp | 69.8%-34.8pp |
| Annual return | 15.10% | 15.21%-0.1pp | 75.62%-60.5pp | 17.37%-2.3pp |
| Employer contribution / active EE | $442 | $1,126-60.7% | $2,723-83.8% | $3,359-86.8% |
| Participant deferral / active EE | $1,361 | $2,466-44.8% | $4,264-68.1% | $5,562-75.5% |
| Admin fee / account holder | $55 | $69-20.0% | $5,646-99.0% | $80-31.1% |