Filed August 12, 2026 (most recent of 3 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 | $48,277+159.7% | $67,511+85.7% | $80,874+55.0% |
| Participation rate | 84.2% | 66.4%+17.8pp | 72.9%+11.3pp | 67.6%+16.6pp |
| Annual return | 10.98% | 18.27%-7.3pp | 3517.41%-3506.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,039 | $2,021+0.9% | $2,733-25.4% | $2,756-26.0% |
| Participant deferral / active EE | $4,739 | $2,926+62.0% | $4,000+18.5% | $4,297+10.3% |
| Admin fee / account holder | $73 | $3,687-98.0% | $3,999-98.2% | $6,935-99.0% |