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 | $600,275 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,010 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 26 · EIN 04-3638035 | Advisory (Participants) | $11,936 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,533-100.0% | $91,215-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.2%-73.2pp | 81.2%-81.2pp |
| Annual return | -98.45% | 160.81%-259.3pp | 114.15%-212.6pp | 418.46%-516.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,852-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,236-100.0% | $5,424-100.0% | $11,430-100.0% |