| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $15,460 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,138 | $44,989-4.1% | $170,435-74.7% | $77,958-44.7% |
| Participation rate | 95.2% | 64.6%+30.6pp | 83.6%+11.6pp | 71.6%+23.5pp |
| Annual return | 14.97% | 19.61%-4.6pp | 205.94%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,613 | $1,466+10.0% | $5,432-70.3% | $2,310-30.2% |
| Participant deferral / active EE | $3,053 | $2,208+38.3% | $4,939-38.2% | $3,537-13.7% |
| Admin fee / account holder | $13 | $69-81.0% | $13,881-99.9% | $97-86.5% |