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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,020 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,367 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,067 | $65,241+87.1% | $126,539-3.5% | $85,563+42.7% |
| Participation rate | 53.4% | 48.6%+4.7pp | 69.8%-16.4pp | 66.0%-12.6pp |
| Annual return | 13.68% | 42.19%-28.5pp | 425.95%-412.3pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,890 | $1,937-2.5% | $3,674-48.6% | $2,654-28.8% |
| Participant deferral / active EE | $2,536 | $3,032-16.3% | $4,083-37.9% | $4,375-42.0% |
| Admin fee / account holder | $18 | $1,031-98.3% | $6,065-99.7% | $834-97.9% |