Filed February 20, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 301 N LAKE AVENUE, SUITE 900 · PASADENA, CA 911014132 | Accounting | $12,500 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,633 | $60,795+126.4% | $69,461+98.1% | $65,185+111.1% |
| Participation rate | 96.2% | 74.9%+21.3pp | 74.6%+21.5pp | 70.2%+26.0pp |
| Annual return | 17.98% | 17.46%+0.5pp | 28.97%-11.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $6,021 | $2,452+145.5% | $2,779+116.6% | $2,177+176.6% |
| Participant deferral / active EE | $7,670 | $3,162+142.6% | $3,536+116.9% | $3,514+118.3% |
| Admin fee / account holder | $117 | $314-62.8% | $3,840-97.0% | $847-86.2% |