Filed October 11, 2018 (most recent of 2 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,705 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $30,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,460 | $77,559-56.9% | $68,612-51.2% | $75,289-55.6% |
| Participation rate | 71.5% | 78.3%-6.8pp | 72.2%-0.7pp | 72.4%-0.9pp |
| Annual return | -5.35% | -1.01%-4.3pp | -4.63%-0.7pp | -0.04%-5.3pp |
| Employer contribution / active EE | $1,294 | $1,993-35.1% | $2,625-50.7% | $2,405-46.2% |
| Participant deferral / active EE | $2,146 | $3,128-31.4% | $3,311-35.2% | $3,739-42.6% |
| Admin fee / account holder | $105 | $90+16.6% | $5,131-97.9% | $102+3.1% |