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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $22,639 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $5,900 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,787 | $57,108+48.5% | $94,228-10.0% | $52,331+62.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.42% | 1.47%+1.0pp | 10.68%-8.3pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,488 | $1,735-14.3% | $3,587-58.5% | $1,882-20.9% |
| Participant deferral / active EE | $8,178 | $3,040+169.1% | $4,320+89.3% | $3,022+170.6% |
| Admin fee / account holder | $189 | $546-65.4% | $6,269-97.0% | $592-68.0% |