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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $19,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,639 | $57,976+56.3% | $63,018+43.8% | $62,293+45.5% |
| Participation rate | 58.3% | 75.9%-17.6pp | 74.8%-16.5pp | 69.5%-11.2pp |
| Annual return | 12.29% | 17.54%-5.3pp | 87.62%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,946 | $2,415-19.4% | $2,761-29.5% | $2,042-4.7% |
| Participant deferral / active EE | $2,125 | $2,956-28.1% | $3,330-36.2% | $3,169-32.9% |
| Admin fee / account holder | $204 | $276-25.9% | $3,601-94.3% | $479-57.4% |