Filed November 8, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $7,869 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,914 |
BBM FINANCIAL SERVICES, INC6 years Filed as: BBM FINANCIAL SERVICES INC Service code 99 1440 N 16TH AVE · YAKIMA, WA 989021381 | Other Fees | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,843 | $52,122-14.0% | $104,299-57.0% | $64,824-30.8% |
| Participation rate | 27.7% | 56.0%-28.4pp | 73.3%-45.6pp | 71.5%-43.8pp |
| Annual return | -14.08% | 13.26%-27.3pp | 24.62%-38.7pp | 32.84%-46.9pp |
| Employer contribution / active EE | $525 | $1,627-67.7% | $3,373-84.4% | $2,507-79.1% |
| Participant deferral / active EE | $956 | $2,823-66.1% | $4,626-79.3% | $4,311-77.8% |
| Admin fee / account holder | $92 | $155-40.3% | $7,339-98.7% | $188-50.9% |