Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $8,300 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,335 | $79,124-8.6% | $60,874+18.8% | $64,808+11.6% |
| Participation rate | 99.0% | 77.7%+21.3pp | 73.1%+25.9pp | 71.5%+27.6pp |
| Annual return | -14.66% | -7.13%-7.5pp | 16.90%-31.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $6,807 | $3,050+123.2% | $2,701+152.0% | $2,506+171.7% |
| Participant deferral / active EE | $8,340 | $3,725+123.9% | $3,817+118.5% | $4,310+93.5% |
| Admin fee / account holder | $18 | $106-83.3% | $3,224-99.5% | $188-90.6% |