Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 28 · EIN 41-0746749 200 EAST WASHINGTON ST, PO BOX 1739 · APPLETON, WI 549121739 | Investment Management | $14,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,703 | $31,679+3.2% | $74,723-56.2% | $65,186-49.8% |
| Participation rate | 39.1% | 40.4%-1.2pp | 54.5%-15.3pp | 70.2%-31.1pp |
| Annual return | 23.68% | 39.04%-15.4pp | 753.18%-729.5pp | 29.39%-5.7pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $688 | $1,191-42.2% | $1,962-64.9% | $3,514-80.4% |
| Admin fee / account holder | $178 | $379-53.0% | $3,335-94.7% | $847-79.0% |