| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $14,458 |
LINCOLN NATIONAL CORPORATION1+ years Service code 27 · EIN 35-1140070 | Advisory (Plan) | $8,493 |
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 | $38,741 | $37,039+4.6% | $147,618-73.8% | $59,188-34.5% |
| Participation rate | 83.1% | 63.8%+19.3pp | 84.6%-1.6pp | 69.4%+13.6pp |
| Annual return | 0.26% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,329 | $1,353-1.8% | $5,564-76.1% | $2,098-36.7% |
| Participant deferral / active EE | $2,594 | $2,094+23.9% | $4,895-47.0% | $3,265-20.5% |
| Admin fee / account holder | $19 | $60-68.9% | $11,612-99.8% | $92-79.7% |