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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 27 · EIN 39-1965678 200 E WASHINGTON STREET · APPLETON, WI 549121257 | Advisory (Plan) | $24,105 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 9.44% | 12.96%-3.5pp | 20.73%-11.3pp | 16.32%-6.9pp |
| Employer contribution / active EE | $13,818 | $12,913+7.0% | $36,503-62.1% | $17,007-18.7% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |