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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP5 years Service code 27 · EIN 39-1965678 200 E WASHINGTON STREET · APPLETON, WI 549121257 | Advisory (Plan) | $31,892 |
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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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 6.49% | 9.92%-3.4pp | 32.33%-25.8pp | 22.81%-16.3pp |
| Employer contribution / active EE | $13,113 | $16,139-18.8% | $33,960-61.4% | $18,290-28.3% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |