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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Service code 27 · EIN 39-1965678 200 E WASHINGTON STREET · APPLETON, WI 549121257 | Advisory (Plan) | $28,499 |
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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 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -9.90% | -14.45%+4.6pp | -38.86%+29.0pp | 39.82%-49.7pp |
| Employer contribution / active EE | $17,215 | $14,058+22.5% | $37,752-54.4% | $19,980-13.8% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |