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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $11,130 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,663 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,489 | $69,383+255.3% | $101,275+143.4% | $73,501+235.4% |
| Participation rate | 99.5% | 68.4%+31.1pp | 75.8%+23.7pp | 70.7%+28.8pp |
| Annual return | 48.14% | 18.46%+29.7pp | 46.46%+1.7pp | 28.51%+19.6pp |
| Employer contribution / active EE | $1,703 | $2,628-35.2% | $3,660-53.5% | $2,270-25.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $100 | $704-85.8% | $5,948-98.3% | $513-80.5% |