Filed February 20, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 301 N LAKE AVENUE, SUITE 900 · PASADENA, CA 911014132 | Accounting | $13,519 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
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 | $148,660 | $65,322+127.6% | $70,476+110.9% | $73,493+102.3% |
| Participation rate | 98.2% | 77.0%+21.2pp | 75.1%+23.1pp | 70.7%+27.5pp |
| Annual return | 12.80% | 15.71%-2.9pp | 109.12%-96.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $5,866 | $2,460+138.5% | $2,738+114.2% | $2,270+158.4% |
| Participant deferral / active EE | $7,907 | $3,375+134.3% | $3,710+113.1% | $3,740+111.4% |
| Admin fee / account holder | $94 | $214-56.1% | $3,847-97.6% | $513-81.7% |