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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 13 · EIN 41-0746749 801 CHERRY STREET, STE 1400 · FORT WORTH, TX 76102 | Contract Administrator | $5,316 |
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 | $20,553 | $69,383-70.4% | $101,275-79.7% | $73,497-72.0% |
| Participation rate | 98.6% | 68.4%+30.2pp | 75.8%+22.8pp | 70.7%+27.9pp |
| Annual return | 8.03% | 18.46%-10.4pp | 46.48%-38.5pp | 28.51%-20.5pp |
| Employer contribution / active EE | $2,465 | $2,628-6.2% | $3,660-32.7% | $2,270+8.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28 | $704-96.1% | $5,948-99.5% | $513-94.6% |