Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,550 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $254 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,284 | $95,542-35.9% | $69,455-11.8% | $67,579-9.3% |
| Participation rate | 99.3% | 79.4%+19.9pp | 74.6%+24.7pp | 71.3%+28.0pp |
| Annual return | 27.55% | 17.67%+9.9pp | 28.97%-1.4pp | 378.56%-351.0pp |
| Employer contribution / active EE | $6,722 | $2,989+124.9% | $2,779+141.9% | $2,148+213.0% |
| Participant deferral / active EE | $7,953 | $3,263+143.7% | $3,535+124.9% | $3,539+124.7% |
| Admin fee / account holder | $19 | $90-79.0% | $3,839-99.5% | $142-86.8% |