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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 | $58,859-74.5% | $129,397-88.4% | $77,714-80.7% |
| Participation rate | 100.0% | 59.3%+40.7pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 10.19% | 24.74%-14.5pp | 9453.98%-9443.8pp | 31.26%-21.1pp |
| Employer contribution / active EE | $1,648 | $1,952-15.6% | $4,154-60.3% | $2,727-39.6% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,167-100.0% | $4,649-100.0% |
| Admin fee / account holder | $121 | $591-79.4% | $7,679-98.4% | $433-72.0% |