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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $29,186 |
CLIFTONLARSONALLEN LLP1 year Service code 16 · EIN 41-0746749 | Consulting | $15,180 |
SHERMAN & HOWARD1 year Service code 29 · EIN 84-0420314 | Legal | $11,745 |
Filed as: THE BANK ADVISORY GROUP Service code 49 · EIN 48-0876926 | Other Services | $5,855 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,122 | $98,982-14.0% | $162,177-47.5% | $65,185+30.6% |
| Participation rate | 99.5% | 85.8%+13.7pp | 87.6%+11.9pp | 70.2%+29.3pp |
| Annual return | 17.30% | 24.84%-7.5pp | 115.60%-98.3pp | 29.38%-12.1pp |
| Employer contribution / active EE | $527 | $3,467-84.8% | $5,613-90.6% | $2,177-75.8% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $174 | $596-70.9% | $10,843-98.4% | $847-79.5% |