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 | $144,695 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,000 |
THE PFE GROUP5 years Service code 16 · EIN 71-1036677 | Consulting | $11,936 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,449 | $52,886+69.1% | $109,923-18.6% | $93,010-3.8% |
| Participation rate | 83.2% | 66.4%+16.9pp | 74.2%+9.0pp | 73.9%+9.3pp |
| Annual return | 8.91% | 16.89%-8.0pp | 29.46%-20.5pp | 158.70%-149.8pp |
| Employer contribution / active EE | $1,663 | $1,248+33.2% | $2,844-41.5% | $2,705-38.5% |
| Participant deferral / active EE | $5,203 | $2,815+84.9% | $4,048+28.5% | $4,561+14.1% |
| Admin fee / account holder | $45 | $91-50.4% | $6,070-99.3% | $152-70.4% |