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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $18,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,818 | $91,439+24.5% | $135,974-16.3% | $71,511+59.2% |
| Participation rate | 76.8% | 75.7%+1.1pp | 81.9%-5.2pp | 67.9%+8.8pp |
| Annual return | 22.80% | 29.90%-7.1pp | 68.30%-45.5pp | 28.86%-6.1pp |
| Employer contribution / active EE | $4,087 | $3,705+10.3% | $4,859-15.9% | $2,589+57.9% |
| Participant deferral / active EE | $12,142 | $7,093+71.2% | $7,760+56.5% | $4,291+183.0% |
| Admin fee / account holder | $147 | $1,267-88.4% | $10,767-98.6% | $1,588-90.7% |