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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $72,327 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $25,200 |
Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,992 | $58,969-74.6% | $129,406-88.4% | $77,762-80.7% |
| Participation rate | 100.0% | 59.5%+40.5pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 10.19% | 24.78%-14.6pp | 9468.18%-9458.0pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,648 | $1,959-15.9% | $4,155-60.3% | $2,728-39.6% |
| Participant deferral / active EE | $0 | $3,224-100.0% | $4,167-100.0% | $4,651-100.0% |
| Admin fee / account holder | $121 | $593-79.5% | $7,689-98.4% | $433-72.0% |