Filed January 17, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $22,680 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $16,875 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,824 |
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 | $92,575 | $53,344+73.5% | $121,204-23.6% | $74,460+24.3% |
| Participation rate | 99.3% | 60.0%+39.3pp | 69.5%+29.7pp | 70.7%+28.5pp |
| Annual return | 16.04% | 35.15%-19.1pp | 987.18%-971.1pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,297 | $1,898+126.4% | $4,170+3.1% | $2,638+62.9% |
| Participant deferral / active EE | $4,123 | $3,220+28.1% | $4,083+1.0% | $4,530-9.0% |
| Admin fee / account holder | $48 | $382-87.5% | $5,651-99.2% | $348-86.3% |