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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,423 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $9,800 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $4,576 |
Service code 15 | 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 | $53,490 | $62,267-14.1% | $110,241-51.5% | $55,725-4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | 9.61% | -1.07%+10.7pp | 314.75%-305.1pp | 244.93%-235.3pp |
| Employer contribution / active EE | $1,220 | $1,941-37.2% | $3,827-68.1% | $2,078-41.3% |
| Participant deferral / active EE | $5,359 | $3,516+52.4% | $4,672+14.7% | $3,356+59.7% |
| Admin fee / account holder | $115 | $121-5.3% | $8,548-98.7% | $115-0.6% |