Filed February 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $12,285 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,389 | $48,337+159.4% | $67,560+85.6% | $80,959+54.9% |
| Participation rate | 84.2% | 66.4%+17.8pp | 72.9%+11.3pp | 67.7%+16.5pp |
| Annual return | 10.98% | 18.26%-7.3pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,039 | $2,023+0.8% | $2,737-25.5% | $2,757-26.1% |
| Participant deferral / active EE | $4,739 | $2,928+61.8% | $4,004+18.4% | $4,300+10.2% |
| Admin fee / account holder | $73 | $3,695-98.0% | $3,994-98.2% | $6,925-99.0% |