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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Service code 27 · EIN 39-1965678 200 E WASHINGTON STREET · APPLETON, WI 549121257 | Advisory (Plan) | $29,005 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 2.52% | 10.11%-7.6pp | 10.75%-8.2pp | 11.84%-9.3pp |
| Employer contribution / active EE | $12,500 | $14,976-16.5% | $35,170-64.5% | $17,339-27.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |