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 | $69,774+147.3% | $67,561+155.4% | $74,429+131.8% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 14.80% | -40.53%+55.3pp | 3525.44%-3510.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $6,375 | $2,710+135.2% | $2,735+133.1% | $2,625+142.9% |
| Participant deferral / active EE | $8,332 | $3,636+129.1% | $4,003+108.1% | $4,348+91.6% |
| Admin fee / account holder | $178 | $890-80.0% | $4,006-95.5% | $1,944-90.8% |