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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,457 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 99 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Other Fees | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,170 | $62,928-1.2% | $172,755-64.0% | $67,579-8.0% |
| Participation rate | 55.5% | 64.5%-9.0pp | 82.6%-27.1pp | 71.3%-15.8pp |
| Annual return | 22.79% | 30.36%-7.6pp | 802.94%-780.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,252 | $1,636-23.5% | $5,144-75.7% | $2,148-41.7% |
| Participant deferral / active EE | $3,873 | $2,145+80.6% | $5,198-25.5% | $3,539+9.4% |
| Admin fee / account holder | $203 | $167+21.6% | $13,955-98.5% | $142+42.5% |