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 | $397,946 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,000 |
THE PFE GROUP6 years Service code 16 · EIN 71-1036677 | Consulting | $11,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,939 | $56,274-57.5% | $109,923-78.2% | $106,520-77.5% |
| Participation rate | 36.1% | 46.3%-10.1pp | 74.2%-38.1pp | 71.3%-35.2pp |
| Annual return | 22.85% | 27.85%-5.0pp | 29.46%-6.6pp | 19.28%+3.6pp |
| Employer contribution / active EE | $259 | $1,010-74.4% | $2,844-90.9% | $2,840-90.9% |
| Participant deferral / active EE | $856 | $1,973-56.6% | $4,048-78.8% | $4,948-82.7% |
| Admin fee / account holder | $42 | $57-26.0% | $6,070-99.3% | $75-43.3% |