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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 13 · EIN 41-0746749 801 CHERRY STREET, STE 1400 · FORT WORTH, TX 76102 | Contract Administrator | $5,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,765 | $63,114-68.7% | $92,915-78.7% | $65,186-69.7% |
| Participation rate | 96.3% | 68.8%+27.5pp | 76.0%+20.3pp | 70.2%+26.1pp |
| Annual return | 9.50% | 28.75%-19.3pp | 109.45%-99.9pp | 29.39%-19.9pp |
| Employer contribution / active EE | $2,574 | $2,571+0.1% | $3,653-29.6% | $2,177+18.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $31 | $624-95.0% | $5,796-99.5% | $847-96.3% |