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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Investment... | $315,465 |
Filed as: CAPITAL CONSULTING & ASSET MAN Service code 16 · EIN 47-0800100 | Consulting | $33,107 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,469 |
Filed as: GREENSFELDER, HEMKER & GALE, PC Service code 29 · EIN 43-1313567 | Legal | $7,333 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,103 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,164 | $52,960+36.3% | $86,681-16.7% | $80,187-10.0% |
| Participation rate | 99.5% | 62.4%+37.1pp | 71.7%+27.8pp | 72.9%+26.6pp |
| Annual return | 17.01% | 24.84%-7.8pp | 593.32%-576.3pp | 40.40%-23.4pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,026-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $7,507 | $3,226+132.7% | $4,440+69.1% | $5,016+49.7% |
| Admin fee / account holder | $41 | $113-63.7% | $5,620-99.3% | $145-71.7% |