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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,077 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $8,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$198,577 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,662 | $45,000-43.0% | $143,797-82.2% | $77,906-67.1% |
| Participation rate | 92.5% | 66.8%+25.7pp | 80.3%+12.2pp | 73.7%+18.8pp |
| Annual return | -16.60% | 29.03%-45.6pp | -0.04%-16.6pp | 12.16%-28.8pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $3,191 | $3,157+1.1% | $5,638-43.4% | $4,805-33.6% |
| Admin fee / account holder | -$25 | $98-125.9% | $14,679-100.2% | $133-119.2% |