Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $33,555 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON, LARSON, ALLEN Service code 16 · EIN 41-0746749 | Consulting | $19,923 |
Filed as: BANK ADVISORY GROUP Service code 34 · EIN 48-0876926 | Valuation (appraisals, etc.); Consult... | $16,320 |
SHERMAN & HOWARD2 years Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $9,256 |
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 | $97,191 | $130,294-25.4% | $170,028-42.8% | $71,495+35.9% |
| Participation rate | 99.4% | 86.2%+13.2pp | 87.0%+12.4pp | 67.9%+31.4pp |
| Annual return | 6.80% | 20.36%-13.6pp | 53.39%-46.6pp | 28.85%-22.0pp |
| Employer contribution / active EE | $472 | $4,385-89.2% | $6,788-93.1% | $2,589-81.8% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,409-100.0% | $4,291-100.0% |
| Admin fee / account holder | $233 | $966-75.9% | $12,820-98.2% | $1,588-85.4% |