Filed December 5, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $5,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,928 | $72,770-69.9% | $67,652-67.6% | $55,191-60.3% |
| Participation rate | 68.6% | 78.8%-10.2pp | 75.7%-7.1pp | 69.2%-0.6pp |
| Annual return | 0.55% | -3.26%+3.8pp | 6625.40%-6624.8pp | 10.78%-10.2pp |
| Employer contribution / active EE | $593 | $1,769-66.5% | $2,266-73.8% | $1,899-68.8% |
| Participant deferral / active EE | $1,054 | $3,408-69.1% | $3,560-70.4% | $3,046-65.4% |
| Admin fee / account holder | $13 | $79-83.7% | $4,821-99.7% | $91-85.8% |