Filed February 14, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,605 |
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,521 |
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 | $69,464 | $65,322+6.3% | $70,462-1.4% | $73,493-5.5% |
| Participation rate | 78.8% | 77.0%+1.8pp | 75.1%+3.7pp | 70.7%+8.1pp |
| Annual return | 11.35% | 15.71%-4.4pp | 109.08%-97.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,700 | $2,460-30.9% | $2,737-37.9% | $2,270-25.1% |
| Participant deferral / active EE | $4,441 | $3,375+31.6% | $3,710+19.7% | $3,740+18.7% |
| Admin fee / account holder | $54 | $214-74.6% | $3,845-98.6% | $513-89.4% |