| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $15,013 |
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 | $39,891 | $37,213+7.2% | $156,551-74.5% | $63,975-37.6% |
| Participation rate | 93.4% | 65.0%+28.4pp | 84.0%+9.4pp | 71.1%+22.3pp |
| Annual return | 11.93% | 47.89%-36.0pp | 32.23%-20.3pp | 48.65%-36.7pp |
| Employer contribution / active EE | $1,546 | $1,357+14.0% | $5,501-71.9% | $2,182-29.1% |
| Participant deferral / active EE | $2,919 | $2,070+41.0% | $4,871-40.1% | $3,356-13.0% |
| Admin fee / account holder | $11 | $56-79.9% | $13,028-99.9% | $70-84.0% |