Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Service code 99 · EIN 41-0746749 | Other Fees | $5,500 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES, INC. Service code 99 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Other Fees | $4,418 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,715 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,106 | $35,485-37.7% | $74,552-70.3% | $55,725-60.3% |
| Participation rate | 62.0% | 62.5%-0.5pp | 69.1%-7.1pp | 70.9%-8.8pp |
| Annual return | -5.21% | 0.72%-5.9pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $619 | $777-20.3% | $1,961-68.4% | $2,078-70.2% |
| Participant deferral / active EE | $1,331 | $2,181-39.0% | $3,108-57.2% | $3,356-60.3% |
| Admin fee / account holder | $46 | $114-59.5% | $5,060-99.1% | $115-59.8% |