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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $19,078 |
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 | $89,876 | $65,322+37.6% | $70,494+27.5% | $73,497+22.3% |
| Participation rate | 58.7% | 77.0%-18.2pp | 75.1%-16.3pp | 70.7%-12.0pp |
| Annual return | 9.71% | 15.71%-6.0pp | 109.16%-99.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,041 | $2,460-17.0% | $2,738-25.5% | $2,270-10.1% |
| Participant deferral / active EE | $2,074 | $3,375-38.5% | $3,711-44.1% | $3,740-44.5% |
| Admin fee / account holder | $178 | $214-16.8% | $3,848-95.4% | $513-65.3% |