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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 301 SW ADAMS · PEORIA, IL 616561835 | Accounting | $18,450 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,759 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,417 | $88,324-5.6% | $115,037-27.5% | $55,191+51.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 0.87% | 6.30%-5.4pp | 26.14%-25.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $3,498 | $2,805+24.7% | $4,608-24.1% | $1,899+84.2% |
| Participant deferral / active EE | $6,199 | $5,042+22.9% | $6,026+2.9% | $3,046+103.5% |
| Admin fee / account holder | $3 | $105-96.9% | $8,175-100.0% | $91-96.4% |