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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $16,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
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 | $90,997 | $84,499+7.7% | $125,391-27.4% | $66,949+35.9% |
| Participation rate | 84.4% | 76.4%+8.0pp | 82.4%+2.0pp | 69.8%+14.6pp |
| Annual return | -20.93% | -8.49%-12.4pp | 572.41%-593.3pp | 1.57%-22.5pp |
| Employer contribution / active EE | $4,177 | $3,554+17.5% | $4,816-13.3% | $2,545+64.1% |
| Participant deferral / active EE | $12,115 | $6,785+78.6% | $7,448+62.7% | $4,239+185.8% |
| Admin fee / account holder | $124 | $685-81.9% | $10,009-98.8% | $594-79.2% |