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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 8.53% | 9.58%-1.1pp | 9.35%-0.8pp | 13.02%-4.5pp |
| Employer contribution / active EE | $386,299 | $36,884+947.3% | $34,480+1020.4% | $34,257+1027.7% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |