Filed February 20, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,574 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,000 |
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 | $172,530 | $69,745+147.4% | $67,511+155.6% | $74,546+131.4% |
| Participation rate | 99.2% | 71.3%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 14.80% | -40.37%+55.2pp | 3517.41%-3502.6pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $6,375 | $2,705+135.7% | $2,733+133.3% | $2,624+142.9% |
| Participant deferral / active EE | $8,332 | $3,636+129.1% | $4,000+108.3% | $4,347+91.6% |
| Admin fee / account holder | $178 | $894-80.1% | $3,999-95.5% | $1,944-90.8% |