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| Provider | Service type | Compensation |
|---|---|---|
PFG1 year Service code 14 · EIN 42-0127290 | Plan Administrator | $20,953 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,923 |
THE BANK OF NEW YORK MELLON6 years Filed as: THE BANK ADVISORY GROUP Service code 34 · EIN 48-0876926 | Direct payment from the plan; Valuati... | $15,320 |
SHERMAN & HOWARD6 years Service code 29 · EIN 84-0420314 | Legal | $9,771 |
1 fund holds $671 of the plan's $29.6M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Financial Sq. Govt. Money market fund Goldman Sachs · Money market | $671 | 100.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,361 | $122,239-27.7% | $184,203-52.0% | $74,495+18.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 0.43% | 19.95%-19.5pp | 28.81%-28.4pp | 1364.94%-1364.5pp |
| Employer contribution / active EE | $538 | $4,537-88.1% | $6,427-91.6% | $2,623-79.5% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $197 | $1,260-84.4% | $13,901-98.6% | $1,942-89.9% |