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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,948 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,571 |
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 | $107,444 | $50,902+111.1% | $155,534-30.9% | $77,736+38.2% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.5pp |
| Annual return | 14.52% | 34.85%-20.3pp | 64.92%-50.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $7,207 | $1,991+261.9% | $4,675+54.2% | $2,728+164.2% |
| Participant deferral / active EE | $5,653 | $2,824+100.2% | $5,630+0.4% | $4,651+21.6% |
| Admin fee / account holder | $283 | $437-35.1% | $15,900-98.2% | $433-34.6% |