Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $26,991 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,173 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,234 | $91,762+8.1% | $67,502+47.0% | $77,643+27.8% |
| Participation rate | 99.7% | 75.9%+23.8pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 14.36% | 14.87%-0.5pp | 3512.12%-3497.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $7,302 | $3,181+129.6% | $2,731+167.4% | $2,726+167.9% |
| Participant deferral / active EE | $9,352 | $3,903+139.6% | $4,000+133.8% | $4,647+101.2% |
| Admin fee / account holder | $64 | $176-63.8% | $3,998-98.4% | $430-85.2% |