Filed August 31, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $20,670 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $625 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,475 | $83,884+87.7% | $64,101+145.7% | $74,460+111.5% |
| Participation rate | 61.2% | 76.6%-15.4pp | 72.3%-11.1pp | 70.7%-9.6pp |
| Annual return | 13.27% | 16.57%-3.3pp | 33.72%-20.4pp | 34.38%-21.1pp |
| Employer contribution / active EE | $3,111 | $3,084+0.9% | $2,749+13.2% | $2,638+17.9% |
| Participant deferral / active EE | $6,057 | $3,692+64.1% | $3,881+56.1% | $4,530+33.7% |
| Admin fee / account holder | $50 | $196-74.4% | $3,070-98.4% | $348-85.6% |