Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $11,029 |
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 | $92,927 | $60,795+52.9% | $69,483+33.7% | $65,186+42.6% |
| Participation rate | 60.7% | 74.9%-14.2pp | 74.6%-13.9pp | 70.2%-9.5pp |
| Annual return | 14.41% | 17.46%-3.1pp | 28.99%-14.6pp | 29.39%-15.0pp |
| Employer contribution / active EE | $2,137 | $2,452-12.8% | $2,780-23.1% | $2,177-1.8% |
| Participant deferral / active EE | $2,068 | $3,162-34.6% | $3,537-41.5% | $3,514-41.1% |
| Admin fee / account holder | $148 | $314-52.7% | $3,841-96.1% | $847-82.5% |