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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $6,342 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,398 | $61,391-78.2% | $149,723-91.1% | $71,529-81.3% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.1pp | 67.9%+27.0pp |
| Annual return | 13.01% | 35.88%-22.9pp | 134.50%-121.5pp | 28.97%-16.0pp |
| Employer contribution / active EE | $79 | $2,384-96.7% | $4,821-98.4% | $2,590-96.9% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $16 | $1,264-98.8% | $13,215-99.9% | $1,588-99.0% |