Filed August 31, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $20,643 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,706 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,241 | $91,762+77.9% | $67,502+141.8% | $77,643+110.2% |
| Participation rate | 63.0% | 75.9%-12.9pp | 72.9%-9.8pp | 70.6%-7.5pp |
| Annual return | 11.21% | 14.87%-3.7pp | 3512.12%-3500.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $3,384 | $3,181+6.4% | $2,731+23.9% | $2,726+24.1% |
| Participant deferral / active EE | $6,538 | $3,903+67.5% | $4,000+63.4% | $4,647+40.7% |
| Admin fee / account holder | $57 | $176-67.9% | $3,998-98.6% | $430-86.9% |