Filed October 26, 2020 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,070 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,865 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 16 · EIN 41-0746749 | Consulting | $5,775 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,654 | $69,238+9.3% | $185,854-59.3% | $101,555-25.5% |
| Participation rate | 74.6% | 73.5%+1.1pp | 81.7%-7.1pp | 74.5%+0.1pp |
| Annual return | 14.16% | 21.26%-7.1pp | 122.12%-108.0pp | 21.00%-6.8pp |
| Employer contribution / active EE | $1,515 | $2,104-28.0% | $5,169-70.7% | $2,972-49.0% |
| Participant deferral / active EE | $3,393 | $3,764-9.8% | $5,569-39.1% | $4,874-30.4% |
| Admin fee / account holder | $44 | $66-33.2% | $16,246-99.7% | $139-68.2% |