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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN Service code 13 · EIN 41-0746749 801 CHERRY STREET, STE 1400 · FORT WORTH, TX 76102 | Contract Administrator | $15,274 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,652 | $77,677-70.8% | $109,173-79.3% | $79,391-71.5% |
| Participation rate | 96.8% | 67.8%+28.9pp | 75.9%+20.9pp | 70.7%+26.0pp |
| Annual return | 10.33% | 23.44%-13.1pp | 25.75%-15.4pp | 116.88%-106.6pp |
| Employer contribution / active EE | $2,273 | $2,798-18.8% | $3,723-39.0% | $2,428-6.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $77 | $732-89.5% | $6,755-98.9% | $627-87.8% |