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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Contract Administrator | $23,333 |
Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,628 |
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 | $131,061 | $65,322+100.6% | $70,494+85.9% | $73,497+78.3% |
| Participation rate | 53.0% | 77.0%-24.0pp | 75.1%-22.1pp | 70.7%-17.7pp |
| Annual return | 10.61% | 15.71%-5.1pp | 109.16%-98.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $2,142 | $2,460-12.9% | $2,738-21.8% | $2,270-5.7% |
| Participant deferral / active EE | $3,095 | $3,375-8.3% | $3,711-16.6% | $3,740-17.2% |
| Admin fee / account holder | $278 | $214+30.1% | $3,848-92.8% | $513-45.7% |