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 | $69,771+177.9% | $67,524+187.2% | $74,400+160.6% |
| Participation rate | 86.3% | 71.4%+14.9pp | 72.9%+13.4pp | 67.2%+19.1pp |
| Annual return | 11.02% | -40.49%+51.5pp | 3519.41%-3508.4pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,638-100.0% | $4,001-100.0% | $4,348-100.0% |
| Admin fee / account holder | $37 | $889-95.9% | $4,001-99.1% | $1,944-98.1% |