Filed August 12, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $12,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,390 | $67,984+84.4% | $65,493+91.5% | $74,304+68.8% |
| Participation rate | 81.2% | 66.3%+14.9pp | 73.1%+8.1pp | 60.3%+20.8pp |
| Annual return | 13.83% | 19.87%-6.0pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,196 | $2,491-11.9% | $2,574-14.7% | $2,241-2.0% |
| Participant deferral / active EE | $4,886 | $3,346+46.0% | $3,961+23.3% | $3,767+29.7% |
| Admin fee / account holder | $94 | $1,373-93.2% | $5,028-98.1% | $2,969-96.8% |