Filed July 9, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $138,396 |
Filed as: BLUE PRAIRIE GROUP LLC Service code 16 · EIN 76-0701903 | Consulting | $78,828 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,779 | $87,173+20.2% | $59,887+75.0% | $75,289+39.2% |
| Participation rate | 69.2% | 74.5%-5.2pp | 74.7%-5.5pp | 72.4%-3.2pp |
| Annual return | -3.34% | -2.14%-1.2pp | 3.46%-6.8pp | -0.04%-3.3pp |
| Employer contribution / active EE | $4,356 | $3,473+25.4% | $2,722+60.0% | $2,405+81.1% |
| Participant deferral / active EE | $3,648 | $3,379+7.9% | $3,402+7.2% | $3,739-2.4% |
| Admin fee / account holder | $158 | $75+111.4% | $3,591-95.6% | $102+54.5% |