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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $32,579 |
SHERMAN & HOWARD2 years Service code 29 · EIN 84-0420314 | Legal | $26,072 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON, LARSON, ALLEN Service code 16 · EIN 41-0746749 | Consulting | $16,170 |
THE BANK OF NEW YORK MELLON2 years Filed as: THE BANK ADVISORY GROUP Service code 34 · EIN 48-0876926 | Valuation (appraisals, etc.); Other fees | $11,160 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,751 | $136,307-37.8% | $177,821-52.3% | $73,488+15.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 5.49% | 18.68%-13.2pp | 48.32%-42.8pp | 28.51%-23.0pp |
| Employer contribution / active EE | $385 | $3,712-89.6% | $5,918-93.5% | $2,270-83.1% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $233 | $596-60.9% | $12,427-98.1% | $513-54.6% |