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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $8,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,281 | $46,534+83.3% | $64,097+33.1% | $75,177+13.4% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 15.47% | 26.07%-10.6pp | 33.75%-18.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $10,865 | $1,976+449.9% | $2,750+295.1% | $2,671+306.7% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $60 | $2,957-98.0% | $3,070-98.0% | $5,651-98.9% |