Filed August 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 49 20 EAST THOMAS ROAD · PHOENIX, AZ 850123111 | Other Services | $13,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $222,635 | $52,467+324.3% | $57,196+289.3% | $55,167+303.6% |
| Participation rate | 89.0% | 75.8%+13.1pp | 75.3%+13.6pp | 69.0%+20.0pp |
| Annual return | 14.59% | 7.72%+6.9pp | 14.59%0pp | 169.23%-154.6pp |
| Employer contribution / active EE | $4,705 | $2,477+89.9% | $2,683+75.4% | $1,963+139.7% |
| Participant deferral / active EE | $6,234 | $2,830+120.3% | $3,096+101.3% | $3,054+104.1% |
| Admin fee / account holder | $30 | $269-88.9% | $3,141-99.0% | $504-94.1% |