Filed January 17, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, A PROFESSIONAL CORP Service code 29 · EIN 94-3216063 | Legal | $41,168 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $28,125 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $22,887 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,028 | $58,969+64.5% | $129,406-25.0% | $77,762+24.8% |
| Participation rate | 99.7% | 59.5%+40.2pp | 69.6%+30.0pp | 70.6%+29.1pp |
| Annual return | 13.01% | 24.78%-11.8pp | 9468.18%-9455.2pp | 31.27%-18.3pp |
| Employer contribution / active EE | $4,509 | $1,959+130.2% | $4,155+8.5% | $2,728+65.3% |
| Participant deferral / active EE | $4,050 | $3,224+25.6% | $4,167-2.8% | $4,651-12.9% |
| Admin fee / account holder | $99 | $593-83.3% | $7,689-98.7% | $433-77.2% |