Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,602 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $57,445 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,546 |
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 | $134,096 | $61,356+118.6% | $149,696-10.4% | $71,511+87.5% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.3pp | 67.9%+31.2pp |
| Annual return | 14.48% | 35.86%-21.4pp | 134.46%-120.0pp | 28.86%-14.4pp |
| Employer contribution / active EE | $2,803 | $2,382+17.7% | $4,821-41.8% | $2,589+8.3% |
| Participant deferral / active EE | $4,480 | $2,920+53.4% | $5,682-21.2% | $4,291+4.4% |
| Admin fee / account holder | $226 | $1,263-82.1% | $13,212-98.3% | $1,588-85.7% |