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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $10,710 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $267,499-100.0% | $202,856-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 21.4%-21.4pp | 35.7%-35.7pp |
| Annual return | 8.53% | 10.44%-1.9pp | 10.21%-1.7pp | 15.19%-6.7pp |
| Employer contribution / active EE | $386,299 | $39,006+890.4% | $37,040+942.9% | $34,877+1007.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $95-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,706-100.0% | $2,923-100.0% | $50,584-100.0% |