Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,575 |
Filed as: CHARTWELL Service code 34 · EIN 26-4038273 | Consulting fees; Valuation (appraisal... | $13,750 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $9,485 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,912 | $40,435-48.3% | $80,627-74.1% | $74,460-71.9% |
| Participation rate | 85.3% | 47.4%+37.9pp | 67.0%+18.3pp | 70.7%+14.5pp |
| Annual return | -48.58% | 165.19%-213.8pp | 936.76%-985.3pp | 34.38%-83.0pp |
| Employer contribution / active EE | $1,027 | $1,498-31.4% | $2,723-62.3% | $2,638-61.1% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $43 | $721-94.0% | $5,381-99.2% | $348-87.6% |