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 | $5,880 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $654 |
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 | $71,355 | $84,948-16.0% | $70,449+1.3% | $73,409-2.8% |
| Participation rate | 99.0% | 79.9%+19.1pp | 75.1%+24.0pp | 72.2%+26.9pp |
| Annual return | 18.30% | 13.39%+4.9pp | 109.03%-90.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $6,510 | $2,834+129.7% | $2,737+137.9% | $2,234+191.4% |
| Participant deferral / active EE | $7,606 | $3,387+124.6% | $3,709+105.1% | $3,805+99.9% |
| Admin fee / account holder | $16 | $98-83.9% | $3,845-99.6% | $158-90.0% |