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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,446 |
RVKUHN'S & ASSOCIATES1+ years Filed as: RVKUHN'S & ASSOCIATES, INC Service code 10 · EIN 93-0910652 | Accounting | $28,969 |
DEWITT ROSS & STEVENS1+ years Service code 29 · EIN 39-1804522 | Legal | $6,643 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,192 | $37,039+967.0% | $147,618+167.7% | $59,188+567.7% |
| Participation rate | 86.8% | 63.8%+23.0pp | 84.6%+2.2pp | 69.4%+17.4pp |
| Annual return | 0.30% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $23,843 | $1,353+1662.3% | $5,564+328.5% | $2,098+1036.5% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $62 | $60+2.2% | $11,612-99.5% | $92-33.2% |