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 | $69,708+147.5% | $67,560+155.4% | $74,478+131.7% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 14.80% | -40.67%+55.5pp | 3533.50%-3518.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $6,375 | $2,715+134.8% | $2,737+132.9% | $2,626+142.7% |
| Participant deferral / active EE | $8,332 | $3,637+129.1% | $4,004+108.1% | $4,350+91.5% |
| Admin fee / account holder | $178 | $887-79.9% | $3,994-95.5% | $1,946-90.8% |