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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Service code 70 · EIN 41-0746749 | Consulting Fees | $22,786 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,452 |
Filed as: CUMMINGS &LOCKWOOD LLC Service code 70 ATTN JEFFREY HELF · STAMFORD, CT 06901 | Consulting Fees | $14,420 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,258 | $101,672+302.5% | $147,117+178.2% | $74,478+449.5% |
| Participation rate | 84.1% | 75.5%+8.6pp | 82.2%+1.9pp | 67.2%+16.9pp |
| Annual return | 16.93% | 8757.83%-8740.9pp | 420.54%-403.6pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $7,221 | $3,813+89.4% | $4,932+46.4% | $2,626+174.9% |
| Participant deferral / active EE | $10,139 | $7,305+38.8% | $8,065+25.7% | $4,350+133.1% |
| Admin fee / account holder | $224 | $1,753-87.2% | $12,993-98.3% | $1,946-88.5% |