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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLAN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,401 |
Filed as: RETIREMENT PLANNERS & ADMINSTRATORS Service code 17 · EIN 62-1038805 | Pension Consulting | $6,415 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,325 |
Service code 50 · EIN 41-0973005 | Direct Payment | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $71,966 | $75,183-4.3% | $123,894-41.9% | $55,167+30.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.01% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $4,970 | $2,823+76.0% | $4,617+7.6% | $1,963+153.2% |
| Participant deferral / active EE | $3,579 | $5,084-29.6% | $5,984-40.2% | $3,054+17.2% |
| Admin fee / account holder | $78 | $663-88.2% | $8,357-99.1% | $504-84.5% |