Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,901 | $69,774+177.9% | $67,575+186.9% | $74,459+160.4% |
| Participation rate | 86.3% | 71.4%+14.9pp | 72.9%+13.4pp | 67.2%+19.1pp |
| Annual return | 11.02% | -40.53%+51.5pp | 3528.98%-3518.0pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $37 | $890-95.9% | $3,993-99.1% | $1,945-98.1% |