Filed November 17, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,000 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $300 |
Service code 15 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $162,167 | $60,396+168.5% | $83,831+93.4% | $75,289+115.4% |
| Participation rate | 31.9% | 80.7%-48.9pp | 76.1%-44.3pp | 72.4%-40.6pp |
| Annual return | 16.68% | 3.84%+12.8pp | 850.99%-834.3pp | -0.04%+16.7pp |
| Employer contribution / active EE | $587 | $3,343-82.4% | $3,631-83.8% | $2,405-75.6% |
| Participant deferral / active EE | $2,295 | $2,922-21.5% | $4,082-43.8% | $3,739-38.6% |
| Admin fee / account holder | $21 | $141-84.9% | $5,479-99.6% | $102-79.2% |