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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,028 | $58,778+65.1% | $129,207-24.9% | $77,643+25.0% |
| Participation rate | 99.7% | 59.2%+40.4pp | 69.6%+30.1pp | 70.6%+29.1pp |
| Annual return | 13.01% | 24.73%-11.7pp | 9417.33%-9404.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,509 | $1,952+131.0% | $4,153+8.6% | $2,726+65.4% |
| Participant deferral / active EE | $4,050 | $3,212+26.1% | $4,168-2.8% | $4,647-12.9% |
| Admin fee / account holder | $99 | $589-83.2% | $7,715-98.7% | $430-77.0% |