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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 36-4799908 150 SOUTH FIFTH ST · MINNEAPOLIS, MN 55402 | Valuation (appraisals, etc.) | $25,500 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $14,279 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $600,240 | $88,203+580.5% | $165,100+263.6% | $74,478+705.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 23.07% | 17.13%+5.9pp | 70.21%-47.1pp | 1370.56%-1347.5pp |
| Employer contribution / active EE | $5,845 | $2,601+124.7% | $4,348+34.4% | $2,626+122.6% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $190 | $2,235-91.5% | $12,696-98.5% | $1,946-90.2% |