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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,547 |
SANSOME STREET APPRAISERS, INC.10+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $13,800 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $13,323 |
Service code 27 200 PARK AVE · NEW YORK, NY 10166 | Advisory (Plan) | $5,702 |
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 | $165,625 | $140,800+17.6% | $89,340+85.4% | $79,634+108.0% |
| Participation rate | 92.2% | 61.9%+30.3pp | 69.6%+22.6pp | 62.5%+29.7pp |
| Annual return | 12.29% | 17.84%-5.6pp | 20.57%-8.3pp | 36.46%-24.2pp |
| Employer contribution / active EE | $11,499 | $2,021+469.0% | $2,231+415.3% | $2,529+354.6% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,823-100.0% | $3,835-100.0% |
| Admin fee / account holder | $117 | $1,610-92.7% | $6,704-98.3% | $1,002-88.3% |