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| Provider | Service type | Compensation |
|---|---|---|
FIRST HILL TRUST COMPANY1 year Service code 13 · EIN 91-1999591 | Contract Administrator | $656,475 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $46,177 |
SCOTT CAPITAL ADVISORS5 years Service code 26 · EIN 84-4636104 | Advisory (Participants) | $32,500 |
Service code 10 · EIN 91-1521868 | Accounting | $28,200 |
Filed as: LAW OFFICE OF RICHARD A EKMAN, P.S. Service code 29 · EIN 91-1321138 | Legal | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,949 | $110,258-84.6% | $102,460-83.5% | $200,096-91.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 15.42% | 35.78%-20.4pp | 29.47%-14.0pp | 34.26%-18.8pp |
| Employer contribution / active EE | $1,034 | $3,605-71.3% | $3,025-65.8% | $3,038-65.9% |
| Participant deferral / active EE | $753 | $6,377-88.2% | $5,056-85.1% | $5,090-85.2% |
| Admin fee / account holder | $130 | $122+6.6% | $9,460-98.6% | $269-51.6% |