Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $15,004 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,827 | $83,884-0.1% | $64,056+30.9% | $74,419+12.6% |
| Participation rate | 99.7% | 76.6%+23.1pp | 72.3%+27.4pp | 70.7%+29.0pp |
| Annual return | 16.60% | 16.57%0pp | 33.69%-17.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $6,977 | $3,084+126.3% | $2,747+154.0% | $2,637+164.5% |
| Participant deferral / active EE | $8,876 | $3,692+140.4% | $3,880+128.8% | $4,528+96.0% |
| Admin fee / account holder | $35 | $196-82.0% | $3,068-98.8% | $348-89.9% |