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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,689 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 49 · EIN 41-0746749 | Other Services | $12,250 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $78,434 | $63,924+22.7% | $108,582-27.8% | $55,167+42.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 10.28% | 15.31%-5.0pp | -51.70%+62.0pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,994 | $1,879+6.1% | $3,758-46.9% | $1,963+1.6% |
| Participant deferral / active EE | $7,425 | $3,067+142.1% | $4,311+72.2% | $3,054+143.1% |
| Admin fee / account holder | $192 | $618-68.9% | $7,645-97.5% | $504-61.9% |