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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $24,717 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,710 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,745 | $93,010+188.9% | $96,543+178.4% | $74,478+260.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.74% | 37.50%-25.8pp | 35.75%-24.0pp | 34.37%-22.6pp |
| Employer contribution / active EE | $1,126 | $3,427-67.1% | $3,741-69.9% | $2,637-57.3% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |