Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $198,136 |
Filed as: FRANCIS LLC Service code 26 · EIN 90-0142264 | Advisory (Participants) | $52,088 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,180 |
HAWLEY TROXELL7 years Service code 29 · EIN 82-0259668 | Legal | $6,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,553 | $76,209+14.9% | $81,370+7.6% | $200,096-56.2% |
| Participation rate | 95.4% | 76.4%+19.1pp | 69.5%+25.9pp | 72.0%+23.4pp |
| Annual return | 14.22% | 15.55%-1.3pp | 24.85%-10.6pp | 34.26%-20.0pp |
| Employer contribution / active EE | $4,781 | $2,807+70.3% | $2,464+94.0% | $3,038+57.4% |
| Participant deferral / active EE | $5,895 | $4,210+40.0% | $3,885+51.7% | $5,090+15.8% |
| Admin fee / account holder | $115 | $146-21.2% | $5,749-98.0% | $269-57.3% |