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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 776376 · CHICAGO, IL 606775464 | Accounting | $10,301 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,970 |
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 | $137,598 | $100,801+36.5% | $149,715-8.1% | $73,412+87.4% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 16.35% | 265.34%-249.0pp | 276.66%-260.3pp | 59.30%-42.9pp |
| Employer contribution / active EE | $4,327 | $3,312+30.7% | $4,645-6.8% | $2,234+93.7% |
| Participant deferral / active EE | $8,249 | $6,404+28.8% | $6,842+20.6% | $3,806+116.8% |
| Admin fee / account holder | $79 | $181-56.1% | $9,310-99.1% | $158-49.7% |