Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Dir... | $166,252 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $86,902 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 62-1199757 | Accounting | $27,508 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $27,232 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $24,903 |
ACCESS MEDICALS1 year Filed as: ACESS RETIREMENT SERVICES Service code 16 · EIN 62-1700633 | Consulting | $13,220 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $13,000 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,550 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,918 | $113,568-25.2% | $67,560+25.7% | $200,096-57.6% |
| Participation rate | 81.4% | 73.3%+8.0pp | 72.9%+8.4pp | 72.0%+9.4pp |
| Annual return | 154.25% | 15.88%+138.4pp | 3533.50%-3379.2pp | 34.26%+120.0pp |
| Employer contribution / active EE | $2,581 | $3,409-24.3% | $2,737-5.7% | $3,038-15.0% |
| Participant deferral / active EE | $3,566 | $4,163-14.3% | $4,004-10.9% | $5,090-29.9% |
| Admin fee / account holder | $84 | $102-17.6% | $3,994-97.9% | $269-68.7% |