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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,469 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,725 | $84,493-79.0% | $125,381-85.9% | $66,938-73.5% |
| Participation rate | 79.2% | 76.4%+2.8pp | 82.4%-3.1pp | 69.8%+9.4pp |
| Annual return | -22.56% | -8.49%-14.1pp | 572.31%-594.9pp | 1.58%-24.1pp |
| Employer contribution / active EE | $2,699 | $3,554-24.0% | $4,815-43.9% | $2,545+6.1% |
| Participant deferral / active EE | $5,313 | $6,783-21.7% | $7,448-28.7% | $4,238+25.4% |
| Admin fee / account holder | $90 | $685-86.8% | $10,007-99.1% | $594-84.8% |