Filed February 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $11,655 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,624 | $65,582+90.0% | $64,099+94.4% | $71,495+74.3% |
| Participation rate | 75.7% | 73.2%+2.5pp | 72.3%+3.4pp | 67.9%+7.8pp |
| Annual return | 12.82% | 18.96%-6.1pp | 33.70%-20.9pp | 28.85%-16.0pp |
| Employer contribution / active EE | $1,753 | $2,671-34.3% | $2,748-36.2% | $2,589-32.3% |
| Participant deferral / active EE | $4,339 | $3,628+19.6% | $3,881+11.8% | $4,291+1.1% |
| Admin fee / account holder | $89 | $616-85.6% | $3,070-97.1% | $1,588-94.4% |