Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $11,445 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $199 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,940 | $65,322+175.5% | $70,462+155.4% | $73,493+144.8% |
| Participation rate | 89.9% | 77.0%+13.0pp | 75.1%+14.9pp | 70.7%+19.3pp |
| Annual return | 11.95% | 15.71%-3.8pp | 109.08%-97.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25 | $214-88.1% | $3,845-99.3% | $513-95.1% |