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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 27 · EIN 39-1965678 200 E WASHINGTON STREET · APPLETON, WI 549121257 | Advisory (Plan) | $24,032 |
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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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 6.02% | 9.03%-3.0pp | 90.61%-84.6pp | 627.08%-621.1pp |
| Employer contribution / active EE | $13,057 | $13,843-5.7% | $32,730-60.1% | $18,824-30.6% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |